Jaffetilchin Investment Partners’s Carlyle Group CG Stock Holding History

Jaffetilchin Investment Partners’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 Q1	$257K	Sell	5,317 -306	-5%	-$16.9K	0.02%	401
2025 Q4	$332K	Sell	5,623 -73	-1%	-$4.15K	0.02%	343
2025 Q3	$357K	Buy	5,696 +65	+1%	+$4.06K	0.02%	321
2025 Q2	$289K	Sell	5,631 -35	-0.6%	-$1.51K	0.02%	351
2025 Q1	$247K	Buy	5,666 +45	+0.8%	+$2.23K	0.02%	358
2024 Q4	$284K	Sell	5,621 -5	-0.1%	-$253	0.02%	322
2024 Q3	$242K	Buy	5,626 +110	+2%	+$4.62K	0.02%	327
2024 Q2	$221K	Buy	5,516 +844	+18%	+$36.4K	0.02%	323
2024 Q1	$219K	Buy	+4,672	New	+$202K	0.02%	336
2022 Q3	–	Sell	-6,563	Closed	-$208K	–	318
2022 Q2	$208K	Buy	6,563 +9	+0.1%	+$345	0.02%	300
2022 Q1	$233K	Buy	6,554 +554	+9%	+$26.5K	0.03%	290
2021 Q4	$329K	Buy	6,000 +938	+19%	+$51.1K	0.03%	264
2021 Q3	$239K	Buy	+5,062	New	+$243K	0.03%	313

Other funds holding CG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Jaffetilchin Investment Partners's CG Position: Q1 2026 in Review

Jaffetilchin Investment Partners reduced its Carlyle Group (CG) stake by 5.4% in Q1 2026, selling an estimated $16.9K and leaving 5,317 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #401.

Jaffetilchin Investment Partners first reported a position in CG in Q3 2021 and has held it in 13 quarters since. The position peaked at $357K in Q3 2025. 601 funds tracked by Wall St. Rank hold CG as of Q1 2026.

Jaffetilchin Investment Partners held 5,317 shares of Carlyle Group worth $257K as of Q1 2026.
Jaffetilchin Investment Partners sold 306 Carlyle Group shares in Q1 2026, an estimated $16.9K.
Carlyle Group made up 0.02% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #401 holding.
Jaffetilchin Investment Partners first reported a position in Carlyle Group in Q3 2021 and has held it in 13 quarters since.
Jaffetilchin Investment Partners's Carlyle Group position peaked at $357K in Q3 2025.
601 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.