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GHP Investment Advisors’s Carlyle Group CG Stock Holding History

GHP Investment Advisors’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
Q2 		$49.9K Hold
1,186
– – ﹤0.01% 563
2026
Q1 		$57.4K Buy
+1,186
New +$65.4K ﹤0.01% 531
2023
Q4 		– Sell
-295
Closed -$8.63K – 863
2023
Q3 		$8.63K Hold
295
– – ﹤0.01% 717
2023
Q2 		$9.44K Hold
295
– – ﹤0.01% 701
2023
Q1 		$9.16K Hold
295
– – ﹤0.01% 701
2022
Q4 		$8.8K Hold
295
– – ﹤0.01% 714
2022
Q3 		$8K Hold
295
– – ﹤0.01% 714
2022
Q2 		$9K Buy
+295
New +$11.3K ﹤0.01% 693

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

GHP Investment Advisors's CG Position: Q2 2026 in Review

GHP Investment Advisors held its Carlyle Group (CG) position steady in Q2 2026 at 1,186 shares worth $49.9K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

GHP Investment Advisors first reported a position in CG in Q2 2022 and has held it in 8 quarters since. The position peaked at $57.4K in Q1 2026. 585 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • GHP Investment Advisors held 1,186 shares of Carlyle Group worth $49.9K as of Q2 2026.
  • GHP Investment Advisors left its Carlyle Group share count unchanged in Q2 2026.
  • Carlyle Group made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #563 holding.
  • GHP Investment Advisors first reported a position in Carlyle Group in Q2 2022 and has held it in 8 quarters since.
  • GHP Investment Advisors's Carlyle Group position peaked at $57.4K in Q1 2026.
  • 585 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.