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Intentional Wealth Strategies’s Carlyle Group CG Stock Holding History

Intentional Wealth Strategies’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
-7
Closed -$339 – 222
2026
Q1 		$339 Buy
+7
New +$386 ﹤0.01% 892

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

Intentional Wealth Strategies's CG Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Carlyle Group (CG) in Q2 2026, closing a stake of 7 shares — an estimated $339 sold.

Intentional Wealth Strategies first reported a position in CG in Q1 2026 and held it in 1 quarter. The position peaked at $339 in Q1 2026. 547 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Carlyle Group position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 7 Carlyle Group shares in Q2 2026, an estimated $339.
  • Intentional Wealth Strategies first reported a position in Carlyle Group in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Carlyle Group position peaked at $339 in Q1 2026.
  • 547 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

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