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High Note Wealth’s Carlyle Group CG Stock Holding History

High Note Wealth’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
Q1 		$20.2K Buy
417
+109
+35% +$6.01K ﹤0.01% 273
2025
Q4 		$18.2K Buy
308
+50
+19% +$2.84K ﹤0.01% 275
2025
Q3 		$16.2K Buy
+258
New +$16.1K ﹤0.01% 270

Other funds holding CG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

High Note Wealth's CG Position: Q1 2026 in Review

High Note Wealth increased its Carlyle Group (CG) stake by 35% in Q1 2026, buying an estimated $6.01K and bringing the position to 417 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #273.

High Note Wealth first reported a position in CG in Q3 2025 and has held it in 3 quarters since. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • High Note Wealth held 417 shares of Carlyle Group worth $20.2K as of Q1 2026.
  • High Note Wealth bought 109 Carlyle Group shares in Q1 2026, an estimated $6.01K.
  • Carlyle Group made up ﹤0.01% of High Note Wealth's portfolio in Q1 2026, its #273 holding.
  • High Note Wealth first reported a position in Carlyle Group in Q3 2025 and has held it in 3 quarters since.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.