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JFS Wealth Advisors’s Carlyle Group CG Stock Holding History

JFS Wealth Advisors’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 		$7.12K Sell
169
-11
-6% -$517 ﹤0.01% 1149
2026
Q1 		$8.71K Sell
180
-10
-5% -$551 ﹤0.01% 1003
2025
Q4 		$10.6K Buy
190
+47
+33% +$2.67K ﹤0.01% 952
2025
Q3 		$8.29K Buy
143
+27
+23% +$1.69K ﹤0.01% 952
2025
Q2 		$5.41K Sell
116
-68
-37% -$2.93K ﹤0.01% 1053
2025
Q1 		$7.55K Buy
184
+12
+7% +$595 ﹤0.01% 975
2024
Q4 		$8.16K Buy
172
+76
+79% +$3.85K ﹤0.01% 924
2024
Q3 		$3.71K Buy
96
+5
+5% +$210 ﹤0.01% 1229
2024
Q2 		$3.28K Hold
91
– – ﹤0.01% 1236
2024
Q1 		$3.85K Buy
91
+11
+14% +$475 ﹤0.01% 1192
2023
Q4 		$3.26K Sell
80
-27
-25% -$889 ﹤0.01% 1228
2023
Q3 		$3.23K Buy
107
+60
+128% +$1.93K ﹤0.01% 1184
2023
Q2 		$1.5K Buy
47
+6
+15% +$175 ﹤0.01% 1490
2023
Q1 		$1.27K Buy
+41
New +$1.37K ﹤0.01% 1514

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 $3.37T 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

JFS Wealth Advisors's CG Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Carlyle Group (CG) stake by 6.1% in Q2 2026, selling an estimated $517 and leaving 169 shares worth $7.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1149.

JFS Wealth Advisors first reported a position in CG in Q1 2023 and has held it in 14 quarters since. The position peaked at $10.6K in Q4 2025. 583 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • JFS Wealth Advisors held 169 shares of Carlyle Group worth $7.12K as of Q2 2026.
  • JFS Wealth Advisors sold 11 Carlyle Group shares in Q2 2026, an estimated $517.
  • Carlyle Group made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1149 holding.
  • JFS Wealth Advisors first reported a position in Carlyle Group in Q1 2023 and has held it in 14 quarters since.
  • JFS Wealth Advisors's Carlyle Group position peaked at $10.6K in Q4 2025.
  • 583 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.