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Intesa Sanpaolo Wealth Management’s Carlyle Group CG Stock Holding History

Intesa Sanpaolo 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 		$21.1K Hold
500
– – ﹤0.01% 275
2026
Q1 		$24.2K Buy
+500
New +$27.6K 0.01% 247

Other funds holding CG

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Harris Associates
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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

Intesa Sanpaolo Wealth Management's CG Position: Q2 2026 in Review

Intesa Sanpaolo Wealth Management held its Carlyle Group (CG) position steady in Q2 2026 at 500 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Intesa Sanpaolo Wealth Management first reported a position in CG in Q1 2026 and has held it in 2 quarters since. The position peaked at $24.2K in Q1 2026. 585 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Intesa Sanpaolo Wealth Management held 500 shares of Carlyle Group worth $21.1K as of Q2 2026.
  • Intesa Sanpaolo Wealth Management left its Carlyle Group share count unchanged in Q2 2026.
  • Carlyle Group made up ﹤0.01% of Intesa Sanpaolo Wealth Management's portfolio in Q2 2026, its #275 holding.
  • Intesa Sanpaolo Wealth Management first reported a position in Carlyle Group in Q1 2026 and has held it in 2 quarters since.
  • Intesa Sanpaolo Wealth Management's Carlyle Group position peaked at $24.2K in Q1 2026.
  • 585 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Intesa Sanpaolo Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.