Hilton Head Capital Partners’s Carlyle Group CG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.81K Hold
138
﹤0.01% 657
2026
Q1
$6.68K Hold
138
﹤0.01% 653
2025
Q4
$8.16K Buy
+138
New +$7.84K ﹤0.01% 590

Other funds holding CG

Hilton Head Capital Partners's CG Position: Q2 2026 in Review

Hilton Head Capital Partners held its Carlyle Group (CG) position steady in Q2 2026 at 138 shares worth $5.81K. The position accounts for ﹤0.01% of the portfolio, ranked #657.

Hilton Head Capital Partners first reported a position in CG in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.16K in Q4 2025. 585 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Hilton Head Capital Partners held 138 shares of Carlyle Group worth $5.81K as of Q2 2026.
  • Hilton Head Capital Partners left its Carlyle Group share count unchanged in Q2 2026.
  • Carlyle Group made up ﹤0.01% of Hilton Head Capital Partners's portfolio in Q2 2026, its #657 holding.
  • Hilton Head Capital Partners first reported a position in Carlyle Group in Q4 2025 and has held it in 3 quarters since.
  • Hilton Head Capital Partners's Carlyle Group position peaked at $8.16K in Q4 2025.
  • 585 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Hilton Head Capital Partners's 13F filing for Q2 2026, filed 27 Jul 2026.