Galvin Gaustad & Stein’s Carlyle Group CG Stock Holding History

Galvin Gaustad & Stein’s Portfolio CG Stock Details CG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.72M	Sell	169,328 -38,203	-18%	-$1.73M	0.51%	59
2026 Q2	$8.74M	Sell	207,531 -16,188	-7%	-$760K	0.64%	52
2026 Q1	$10.8M	Buy	223,719 +19,096	+9%	+$1.05M	0.87%	44
2025 Q4	$12.1M	Sell	204,623 -28,431	-12%	-$1.62M	0.94%	48
2025 Q3	$14.6M	Buy	233,054 +82,094	+54%	+$5.13M	1.19%	35
2025 Q2	$7.76M	Buy	+150,960	New	+$6.5M	0.67%	57

Other funds holding CG

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

RWS

Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

Galvin Gaustad & Stein's CG Position: Q3 2026 in Review

Galvin Gaustad & Stein reduced its Carlyle Group (CG) stake by 18% in Q3 2026, selling an estimated $1.73M and leaving 169,328 shares worth $6.72M. The position accounts for 0.51% of the portfolio, ranked #59.

Galvin Gaustad & Stein first reported a position in CG in Q2 2025 and has held it in 6 quarters since. The position peaked at $14.6M in Q3 2025. 16 funds tracked by Wall St. Rank hold CG as of Q3 2026.

Galvin Gaustad & Stein held 169,328 shares of Carlyle Group worth $6.72M as of Q3 2026.
Galvin Gaustad & Stein sold 38,203 Carlyle Group shares in Q3 2026, an estimated $1.73M.
Carlyle Group made up 0.51% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #59 holding.
Galvin Gaustad & Stein first reported a position in Carlyle Group in Q2 2025 and has held it in 6 quarters since.
Galvin Gaustad & Stein's Carlyle Group position peaked at $14.6M in Q3 2025.
16 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.