HWM
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HB Wealth Management’s Carlyle Group CG Stock Holding History

HB Wealth Management’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 		$551K Sell
13,083
-800
-6% -$37.6K ﹤0.01% 1052
2026
Q1 		$672K Buy
13,883
+1,657
+14% +$91.4K ﹤0.01% 833
2025
Q4 		$723K Buy
12,226
+310
+3% +$17.6K ﹤0.01% 741
2025
Q3 		$747K Buy
11,916
+638
+6% +$39.9K 0.01% 699
2025
Q2 		$580K Sell
11,278
-759
-6% -$32.7K ﹤0.01% 686
2025
Q1 		$525K Buy
12,037
+657
+6% +$32.6K ﹤0.01% 748
2024
Q4 		$575K Buy
11,380
+3,088
+37% +$157K 0.01% 572
2024
Q3 		$357K Buy
+8,292
New +$348K ﹤0.01% 700
2023
Q2 		– Sell
-6,442
Closed -$200K – 740
2023
Q1 		$200K Buy
+6,442
New +$215K ﹤0.01% 676
2022
Q2 		– Sell
-4,383
Closed -$214K – 586
2022
Q1 		$214K Buy
+4,383
New +$210K ﹤0.01% 548

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

HB Wealth Management's CG Position: Q2 2026 in Review

HB Wealth Management reduced its Carlyle Group (CG) stake by 5.8% in Q2 2026, selling an estimated $37.6K and leaving 13,083 shares worth $551K. The position accounts for ﹤0.01% of the portfolio, ranked #1052.

HB Wealth Management first reported a position in CG in Q1 2022 and has held it in 10 quarters since. The position peaked at $747K in Q3 2025. 585 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • HB Wealth Management held 13,083 shares of Carlyle Group worth $551K as of Q2 2026.
  • HB Wealth Management sold 800 Carlyle Group shares in Q2 2026, an estimated $37.6K.
  • Carlyle Group made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1052 holding.
  • HB Wealth Management first reported a position in Carlyle Group in Q1 2022 and has held it in 10 quarters since.
  • HB Wealth Management's Carlyle Group position peaked at $747K in Q3 2025.
  • 585 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.