Institute for Wealth Management’s Carlyle Group CG Stock Holding History

Institute for Wealth Management’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	$27.8K	Buy	+660	New	+$31K	﹤0.01%	1029

Other funds holding CG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

FSA

Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

Institute for Wealth Management's CG Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Carlyle Group (CG) in Q2 2026: 660 shares worth $27.8K. The stake represents ﹤0.01% of the portfolio and ranks #1029 among its holdings.

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

Institute for Wealth Management held 660 shares of Carlyle Group worth $27.8K as of Q2 2026.
Carlyle Group was a new Institute for Wealth Management position in Q2 2026.
Carlyle Group made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1029 holding.
312 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.