IFP Advisors’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 | $37.1K | Sell |
880
-268
| -23% | -$12.6K | ﹤0.01% | 2585 |
|
|
2026
Q1 | $55.6K | Sell |
1,148
-1,801
| -61% | -$99.3K | ﹤0.01% | 2180 |
|
|
2025
Q4 | $174K | Buy |
2,949
+14
| +0.5% | +$795 | ﹤0.01% | 1449 |
|
|
2025
Q3 | $184K | Buy |
2,935
+2,255
| +332% | +$141K | ﹤0.01% | 1325 |
|
|
2025
Q2 | $77.9K | Sell |
680
-447
| -40% | -$19.3K | ﹤0.01% | 1790 |
|
|
2025
Q1 | $49.1K | Sell |
1,127
-202
| -15% | -$10K | ﹤0.01% | 1901 |
|
|
2024
Q4 | $67.1K | Buy |
1,329
+424
| +47% | +$21.5K | ﹤0.01% | 1679 |
|
|
2024
Q3 | $39K | Buy |
905
+1
| +0.1% | +$42 | ﹤0.01% | 1843 |
|
|
2024
Q2 | $36.3K | Buy |
904
+9
| +1% | +$389 | ﹤0.01% | 1807 |
|
|
2024
Q1 | $42K | Buy |
895
+19
| +2% | +$821 | ﹤0.01% | 1664 |
|
|
2023
Q4 | $35.6K | Sell |
876
-1,468
| -63% | -$48.3K | ﹤0.01% | 1682 |
|
|
2023
Q3 | $70.7K | Sell |
2,344
-400
| -15% | -$12.9K | ﹤0.01% | 1422 |
|
|
2023
Q2 | $87.7K | Buy |
2,744
+1,411
| +106% | +$41.2K | ﹤0.01% | 1364 |
|
|
2023
Q1 | $42.7K | Sell |
1,333
-2,894
| -68% | -$96.6K | ﹤0.01% | 1652 |
|
|
2022
Q4 | $141K | Buy |
4,227
+1,101
| +35% | +$31.4K | ﹤0.01% | 1546 |
|
|
2022
Q3 | $115K | Buy |
3,126
+51
| +2% | +$1.68K | ﹤0.01% | 1758 |
|
|
2022
Q2 | $112K | Hold |
3,075
| – | – | ﹤0.01% | 1611 |
|
|
2022
Q1 | $112K | Buy |
3,075
+1,949
| +173% | +$93.3K | ﹤0.01% | 1611 |
|
|
2021
Q4 | $62K | Sell |
1,126
-8
| -0.7% | -$436 | ﹤0.01% | 1476 |
|
|
2021
Q3 | $54K | Sell |
1,134
-45,841
| -98% | -$2.2M | ﹤0.01% | 1546 |
|
|
2021
Q2 | $2.18M | Sell |
46,975
-17
| -0% | -$723 | 0.05% | 227 |
|
|
2021
Q1 | $1.73M | Buy |
46,992
+302
| +0.6% | +$10.6K | 0.03% | 254 |
|
|
2020
Q4 | $1.46M | Buy |
46,690
+1,516
| +3% | +$42.7K | 0.06% | 260 |
|
|
2020
Q3 | $1.11M | Buy |
45,174
+1,350
| +3% | +$36.4K | 0.07% | 271 |
|
|
2020
Q2 | $1.2M | Buy |
43,824
+1,326
| +3% | +$34K | 0.09% | 218 |
|
|
2020
Q1 | $1.01M | Buy |
42,498
+2,211
| +5% | +$63.8K | 0.1% | 210 |
|
|
2019
Q4 | $1.26M | Buy |
40,287
+7,476
| +23% | +$211K | 0.09% | 237 |
|
|
2019
Q3 | $845K | Buy |
+32,811
| New | +$785K | 0.06% | 347 |
|
|
2019
Q1 | $368K | Buy |
20,145
+40
| +0.2% | +$726 | 0.05% | 343 |
|
|
2018
Q4 | $325K | Buy |
20,105
+1,563
| +8% | +$29.7K | 0.02% | 683 |
|
|
2018
Q3 | $418K | Buy |
18,542
+12,539
| +209% | +$295K | 0.02% | 749 |
|
|
2018
Q2 | $128K | Buy |
6,003
+4,774
| +388% | +$103K | 0.01% | 1340 |
|
|
2018
Q1 | $28K | Hold |
1,229
| – | – | ﹤0.01% | 2173 |
|
|
2017
Q4 | $28K | Sell |
1,229
-962
| -44% | -$21.5K | ﹤0.01% | 2200 |
|
|
2017
Q3 | $52K | Buy |
2,191
+39
| +2% | +$832 | ﹤0.01% | 1961 |
|
|
2017
Q2 | $42K | Sell |
2,152
-970
| -31% | -$17.1K | ﹤0.01% | 2081 |
|
|
2017
Q1 | $50K | Buy |
3,122
+14
| +0.5% | +$230 | ﹤0.01% | 1923 |
|
|
2016
Q4 | $47K | Sell |
3,108
-54
| -2% | -$834 | ﹤0.01% | 1917 |
|
|
2016
Q3 | $49K | Buy |
3,162
+50
| +2% | +$806 | ﹤0.01% | 1827 |
|
|
2016
Q2 | $51K | Sell |
3,112
-17,033
| -85% | -$279K | ﹤0.01% | 1747 |
|
|
2016
Q1 | $368K | Buy |
20,145
+17,150
| +573% | +$251K | 0.05% | 343 |
|
|
2015
Q4 | $47K | Buy |
+2,995
| New | +$53.3K | ﹤0.01% | 1655 |
|
Other funds holding CG
IFP Advisors's CG Position: Q2 2026 in Review
IFP Advisors reduced its Carlyle Group (CG) stake by 23% in Q2 2026, selling an estimated $12.6K and leaving 880 shares worth $37.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2585.
IFP Advisors first reported a position in CG in Q4 2015 and has held it in 42 quarters since. The position peaked at $2.18M in Q2 2021. 584 funds tracked by Wall St. Rank hold CG as of Q2 2026.
- IFP Advisors held 880 shares of Carlyle Group worth $37.1K as of Q2 2026.
- IFP Advisors sold 268 Carlyle Group shares in Q2 2026, an estimated $12.6K.
- Carlyle Group made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2585 holding.
- IFP Advisors first reported a position in Carlyle Group in Q4 2015 and has held it in 42 quarters since.
- IFP Advisors's Carlyle Group position peaked at $2.18M in Q2 2021.
- 584 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.