Investment Partners Asset Management’s Carlyle Group CG Stock Holding History

Investment Partners Asset 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	–	Sell	-4,253	Closed	-$206K	–	174
2026 Q1	$206K	Hold	4,253	–	–	0.13%	158
2025 Q4	$251K	Sell	4,253 -275	-6%	-$15.6K	0.16%	144
2025 Q3	$284K	Hold	4,528	–	–	0.19%	134
2025 Q2	$233K	Buy	+4,528	New	+$195K	0.16%	135
2025 Q1	–	Sell	-4,696	Closed	-$237K	–	149
2024 Q4	$237K	Hold	4,696	–	–	0.19%	127
2024 Q3	$202K	Buy	+4,696	New	+$197K	0.17%	133
2024 Q2	–	Sell	-4,696	Closed	-$220K	–	135
2024 Q1	$220K	Buy	+4,696	New	+$203K	0.2%	126

Other funds holding CG

FSA

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

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AMBIA

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Investment Partners Asset Management's CG Position: Q2 2026 in Review

Investment Partners Asset Management sold out of Carlyle Group (CG) in Q2 2026, closing a stake of 4,253 shares — an estimated $206K sold.

Investment Partners Asset Management first reported a position in CG in Q1 2024 and held it in 7 quarters. The position peaked at $284K in Q3 2025. 128 funds tracked by Wall St. Rank hold CG as of Q2 2026.

Investment Partners Asset Management reported no remaining Carlyle Group position as of Q2 2026 after selling out during the quarter.
Investment Partners Asset Management sold 4,253 Carlyle Group shares in Q2 2026, an estimated $206K.
Investment Partners Asset Management first reported a position in Carlyle Group in Q1 2024 and held it in 7 quarters.
Investment Partners Asset Management's Carlyle Group position peaked at $284K in Q3 2025.
128 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.