GCA
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Greenwood Capital Associates’s Carlyle Group CG Stock Holding History

Greenwood Capital Associates’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 		$368K Sell
8,740
-119
-1% -$5.59K 0.04% 251
2026
Q1 		$429K Sell
8,859
-319
-3% -$17.6K 0.05% 227
2025
Q4 		$543K Buy
9,178
+23
+0.3% +$1.31K 0.06% 178
2025
Q3 		$574K Sell
9,155
-857
-9% -$53.5K 0.07% 176
2025
Q2 		$515K Sell
10,012
-211
-2% -$9.09K 0.06% 190
2025
Q1 		$446K Buy
+10,223
New +$507K 0.06% 193

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Greenwood Capital Associates's CG Position: Q2 2026 in Review

Greenwood Capital Associates reduced its Carlyle Group (CG) stake by 1.3% in Q2 2026, selling an estimated $5.59K and leaving 8,740 shares worth $368K. The position accounts for 0.04% of the portfolio, ranked #251.

Greenwood Capital Associates first reported a position in CG in Q1 2025 and has held it in 6 quarters since. The position peaked at $574K in Q3 2025. 584 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Greenwood Capital Associates held 8,740 shares of Carlyle Group worth $368K as of Q2 2026.
  • Greenwood Capital Associates sold 119 Carlyle Group shares in Q2 2026, an estimated $5.59K.
  • Carlyle Group made up 0.04% of Greenwood Capital Associates's portfolio in Q2 2026, its #251 holding.
  • Greenwood Capital Associates first reported a position in Carlyle Group in Q1 2025 and has held it in 6 quarters since.
  • Greenwood Capital Associates's Carlyle Group position peaked at $574K in Q3 2025.
  • 584 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Greenwood Capital Associates's 13F filing for Q2 2026, filed 28 Jul 2026.