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Integrated Advisors Network’s Carlyle Group CG Stock Holding History

Integrated Advisors Network’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 		– Sell
-5,617
Closed -$272K – 696
2026
Q1 		$272K Sell
5,617
-41,817
-88% -$2.31M 0.01% 585
2025
Q4 		$2.8M Sell
47,434
-2,242
-5% -$127K 0.12% 180
2025
Q3 		$3.11M Sell
49,676
-4,474
-8% -$279K 0.13% 177
2025
Q2 		$2.78M Buy
+54,150
New +$2.33M 0.13% 192
2024
Q2 		– Sell
-79,281
Closed -$3.72M – 693
2024
Q1 		$3.72M Buy
+79,281
New +$3.43M 0.19% 146
2022
Q2 		– Sell
-70,608
Closed -$3.45M – 674
2022
Q1 		$3.45M Buy
+70,608
New +$3.38M 0.2% 131

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
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
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Integrated Advisors Network's CG Position: Q2 2026 in Review

Integrated Advisors Network sold out of Carlyle Group (CG) in Q2 2026, closing a stake of 5,617 shares — an estimated $272K sold.

Integrated Advisors Network first reported a position in CG in Q1 2022 and held it in 6 quarters. The position peaked at $3.72M in Q1 2024. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Integrated Advisors Network reported no remaining Carlyle Group position as of Q2 2026 after selling out during the quarter.
  • Integrated Advisors Network sold 5,617 Carlyle Group shares in Q2 2026, an estimated $272K.
  • Integrated Advisors Network first reported a position in Carlyle Group in Q1 2022 and held it in 6 quarters.
  • Integrated Advisors Network's Carlyle Group position peaked at $3.72M in Q1 2024.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.