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Investors Portfolio Services’s Carlyle Group CG Stock Holding History

Investors Portfolio Services’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 -$343 – 704
2026
Q1 		$343 Buy
+7
New +$386 ﹤0.01% 590

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Investors Portfolio Services's CG Position: Q2 2026 in Review

Investors Portfolio Services sold out of Carlyle Group (CG) in Q2 2026, closing a stake of 7 shares — an estimated $343 sold.

Investors Portfolio Services first reported a position in CG in Q1 2026 and held it in 1 quarter. The position peaked at $343 in Q1 2026. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Investors Portfolio Services reported no remaining Carlyle Group position as of Q2 2026 after selling out during the quarter.
  • Investors Portfolio Services sold 7 Carlyle Group shares in Q2 2026, an estimated $343.
  • Investors Portfolio Services first reported a position in Carlyle Group in Q1 2026 and held it in 1 quarter.
  • Investors Portfolio Services's Carlyle Group position peaked at $343 in Q1 2026.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Investors Portfolio Services's 13F filing for Q2 2026, filed 14 Aug 2026.