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Hager Investment Management Services’s Carlyle Secured Lending CGBD Stock Holding History

Hager Investment Management Services’s Portfolio CGBD Stock Details CGBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.92M Sell
182,377
-18,110
-9% -$202K 0.88% 41
2026
Q1 		$2.19M Sell
200,487
-23,717
-11% -$280K 1.21% 31
2025
Q4 		$2.8M Sell
224,204
-12,254
-5% -$153K 1.53% 22
2025
Q3 		$2.96M Buy
236,458
+195
+0.1% +$2.68K 1.6% 19
2025
Q2 		$3.23M Buy
236,263
+10,097
+4% +$144K 1.93% 16
2025
Q1 		$3.66M Sell
226,166
-2,101
-0.9% -$37.1K 2.56% 10
2024
Q4 		$4.09M Buy
+228,267
New +$3.94M 2.56% 10

Other funds holding CGBD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LC
Lalia Capital New York $206M AUM
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return

Hager Investment Management Services's CGBD Position: Q2 2026 in Review

Hager Investment Management Services reduced its Carlyle Secured Lending (CGBD) stake by 9% in Q2 2026, selling an estimated $202K and leaving 182,377 shares worth $1.92M. The position accounts for 0.88% of the portfolio, ranked #41.

Hager Investment Management Services first reported a position in CGBD in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.09M in Q4 2024. 142 funds tracked by Wall St. Rank hold CGBD as of Q2 2026.

  • Hager Investment Management Services held 182,377 shares of Carlyle Secured Lending worth $1.92M as of Q2 2026.
  • Hager Investment Management Services sold 18,110 Carlyle Secured Lending shares in Q2 2026, an estimated $202K.
  • Carlyle Secured Lending made up 0.88% of Hager Investment Management Services's portfolio in Q2 2026, its #41 holding.
  • Hager Investment Management Services first reported a position in Carlyle Secured Lending in Q4 2024 and has held it in 7 quarters since.
  • Hager Investment Management Services's Carlyle Secured Lending position peaked at $4.09M in Q4 2024.
  • 142 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q2 2026.

Based on Hager Investment Management Services's 13F filing for Q2 2026, filed 20 Jul 2026.