IFS Advisors’s Carlyle Group CG Stock Holding History

IFS 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 Q1	$1.15K	Hold	23	–	–	﹤0.01%	192
2025 Q4	$1.4K	Hold	23	–	–	﹤0.01%	165
2025 Q3	$1.47K	Hold	23	–	–	﹤0.01%	154
2025 Q2	$1.2K	Hold	23	–	–	﹤0.01%	150
2025 Q1	$1.01K	Hold	23	–	–	﹤0.01%	178
2024 Q4	$1.16K	Buy	23 +1	+5%	+$51	﹤0.01%	163
2024 Q3	$985	Hold	22	–	–	﹤0.01%	135
2024 Q2	$910	Hold	22	–	–	﹤0.01%	134
2024 Q1	$1.05K	Hold	22	–	–	﹤0.01%	129
2023 Q4	$908	Hold	22	–	–	﹤0.01%	126
2023 Q3	$666	Buy	22 +1	+5%	+$32	﹤0.01%	126
2023 Q2	$697	Hold	21	–	–	﹤0.01%	129
2023 Q1	$669	Hold	21	–	–	﹤0.01%	107
2022 Q4	$637	Hold	21	–	–	﹤0.01%	114
2022 Q3	$0	Buy	21 +1	+5%	+$33	﹤0.01%	106
2022 Q2	$0	Hold	20	–	–	﹤0.01%	105
2022 Q1	$1K	Hold	20	–	–	﹤0.01%	98
2021 Q4	$1K	Buy	+20	New	+$1.09K	﹤0.01%	106
2021 Q1	–	Sell	-20	Closed	–	–	45
2020 Q4	$0	Buy	+20	New	+$563	﹤0.01%	167

Other funds holding CG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

IFS Advisors's CG Position: Q1 2026 in Review

IFS Advisors held its Carlyle Group (CG) position steady in Q1 2026 at 23 shares worth $1.15K. The position accounts for ﹤0.01% of the portfolio, ranked #192.

IFS Advisors first reported a position in CG in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.47K in Q3 2025. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

IFS Advisors held 23 shares of Carlyle Group worth $1.15K as of Q1 2026.
IFS Advisors left its Carlyle Group share count unchanged in Q1 2026.
Carlyle Group made up ﹤0.01% of IFS Advisors's portfolio in Q1 2026, its #192 holding.
IFS Advisors first reported a position in Carlyle Group in Q4 2020 and has held it in 19 quarters since.
IFS Advisors's Carlyle Group position peaked at $1.47K in Q3 2025.
600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on IFS Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.