Glenview Trust’s Carlyle Group CG Stock Holding History

Glenview Trust’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	$323K	Buy	7,680 +539	+8%	+$25.3K	﹤0.01%	433
2026 Q1	$346K	Buy	7,141 +32	+0.5%	+$1.76K	0.01%	416
2025 Q4	$420K	Hold	7,109	–	–	0.01%	391
2025 Q3	$446K	Hold	7,109	–	–	0.01%	386
2025 Q2	$365K	Hold	7,109	–	–	0.01%	401
2025 Q1	$310K	Sell	7,109 -1,282	-15%	-$63.6K	0.01%	406
2024 Q4	$424K	Hold	8,391	–	–	0.01%	376
2024 Q3	$361K	Buy	8,391 +195	+2%	+$8.18K	0.01%	391
2024 Q2	$329K	Hold	8,196	–	–	0.01%	392
2024 Q1	$384K	Sell	8,196 -1,218	-13%	-$52.6K	0.01%	378
2023 Q4	$383K	Hold	9,414	–	–	0.01%	375
2023 Q3	$284K	Hold	9,414	–	–	0.01%	389
2023 Q2	$301K	Hold	9,414	–	–	0.01%	382
2023 Q1	$292K	Buy	9,414 +1,914	+26%	+$63.9K	0.01%	378
2022 Q4	$224K	Buy	+7,500	New	+$214K	0.01%	412
2022 Q3	–	Sell	-7,500	Closed	-$237K	–	409
2022 Q2	$237K	Hold	7,500	–	–	0.01%	379
2022 Q1	$367K	Buy	+7,500	New	+$359K	0.01%	342

Other funds holding CG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Glenview Trust's CG Position: Q2 2026 in Review

Glenview Trust increased its Carlyle Group (CG) stake by 7.5% in Q2 2026, buying an estimated $25.3K and bringing the position to 7,680 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

Glenview Trust first reported a position in CG in Q1 2022 and has held it in 17 quarters since. The position peaked at $446K in Q3 2025. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

Glenview Trust held 7,680 shares of Carlyle Group worth $323K as of Q2 2026.
Glenview Trust bought 539 Carlyle Group shares in Q2 2026, an estimated $25.3K.
Carlyle Group made up ﹤0.01% of Glenview Trust's portfolio in Q2 2026, its #433 holding.
Glenview Trust first reported a position in Carlyle Group in Q1 2022 and has held it in 17 quarters since.
Glenview Trust's Carlyle Group position peaked at $446K in Q3 2025.
588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Glenview Trust's 13F filing for Q2 2026, filed 11 Aug 2026.