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Highland Investment Advisors LLC’s Carlyle Group CG Stock Holding History

Highland Investment Advisors LLC’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 		$168 Buy
+4
New +$188 ﹤0.01% 649

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VPM
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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
VCM
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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Highland Investment Advisors LLC's CG Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in Carlyle Group (CG) in Q2 2026: 4 shares worth $168. The stake represents ﹤0.01% of the portfolio and ranks #649 among its holdings.

456 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Highland Investment Advisors LLC held 4 shares of Carlyle Group worth $168 as of Q2 2026.
  • Carlyle Group was a new Highland Investment Advisors LLC position in Q2 2026.
  • Carlyle Group made up ﹤0.01% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #649 holding.
  • 456 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

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