HIA
CG icon

HFM Investment Advisors’s Carlyle Group CG Stock Holding History

HFM 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 		$1.18K Buy
28
+15
+115% +$705 ﹤0.01% 671
2026
Q1 		$629 Sell
13
-2
-13% -$110 ﹤0.01% 580
2025
Q4 		$887 Sell
15
-4
-21% -$227 ﹤0.01% 496
2025
Q3 		$1.19K Buy
19
+5
+36% +$312 ﹤0.01% 303
2025
Q2 		$720 Buy
14
+6
+75% +$258 ﹤0.01% 505
2025
Q1 		$349 Buy
+8
New +$397 ﹤0.01% 412

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 $3.38T AUM 44.17% 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

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

HFM Investment Advisors increased its Carlyle Group (CG) stake by 115% in Q2 2026, buying an estimated $705 and bringing the position to 28 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #671.

HFM Investment Advisors first reported a position in CG in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.19K in Q3 2025. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • HFM Investment Advisors held 28 shares of Carlyle Group worth $1.18K as of Q2 2026.
  • HFM Investment Advisors bought 15 Carlyle Group shares in Q2 2026, an estimated $705.
  • Carlyle Group made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #671 holding.
  • HFM Investment Advisors first reported a position in Carlyle Group in Q1 2025 and has held it in 6 quarters since.
  • HFM Investment Advisors's Carlyle Group position peaked at $1.19K in Q3 2025.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.