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 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 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

Integrated Advisors Network's CG Position: Q1 2026 in Review

Integrated Advisors Network reduced its Carlyle Group (CG) stake by 88% in Q1 2026, selling an estimated $2.31M and leaving 5,617 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #585.

Integrated Advisors Network first reported a position in CG in Q1 2022 and has held it in 6 quarters since. The position peaked at $3.72M in Q1 2024. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

Integrated Advisors Network held 5,617 shares of Carlyle Group worth $272K as of Q1 2026.
Integrated Advisors Network sold 41,817 Carlyle Group shares in Q1 2026, an estimated $2.31M.
Carlyle Group made up 0.01% of Integrated Advisors Network's portfolio in Q1 2026, its #585 holding.
Integrated Advisors Network first reported a position in Carlyle Group in Q1 2022 and has held it in 6 quarters since.
Integrated Advisors Network's Carlyle Group position peaked at $3.72M in Q1 2024.
600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.