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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

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 $3.38T AUM 44.17% 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

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. 588 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.
  • 588 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.