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Larson Financial Group’s Carlyle Group CG Stock Holding History

Larson Financial Group’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 		$154K Sell
3,667
-573
-14% -$26.9K ﹤0.01% 958
2026
Q1 		$205K Buy
4,240
+615
+17% +$33.9K 0.01% 710
2025
Q4 		$214K Buy
3,625
+142
+4% +$8.07K 0.01% 681
2025
Q3 		$218K Buy
3,483
+196
+6% +$12.2K 0.01% 669
2025
Q2 		$169K Buy
3,287
+891
+37% +$38.4K 0.01% 697
2025
Q1 		$104K Buy
2,396
+122
+5% +$6.05K ﹤0.01% 785
2024
Q4 		$115K Buy
2,274
+119
+6% +$6.03K 0.01% 702
2024
Q3 		$92.8K Hold
2,155
– – 0.01% 748
2024
Q2 		$86.5K Hold
2,155
– – 0.01% 683
2024
Q1 		$101K Hold
2,155
– – 0.01% 540
2023
Q4 		$87.7K Hold
2,155
– – 0.01% 518
2023
Q3 		$65K Sell
2,155
-300
-12% -$9.66K 0.01% 543
2023
Q2 		$78.4K Hold
2,455
– – 0.01% 456
2023
Q1 		$76.3K Hold
2,455
– – 0.01% 468
2022
Q4 		$73.3K Hold
2,455
– – 0.01% 450
2022
Q3 		$63K Buy
+2,455
New +$80.8K 0.01% 424
2021
Q2 		– Sell
-50
Closed -$2K – 832
2021
Q1 		$2K Hold
50
– – ﹤0.01% 699
2020
Q4 		$2K Hold
50
– – ﹤0.01% 625
2020
Q3 		$1K Hold
50
– – ﹤0.01% 642
2020
Q2 		$1K Hold
50
– – ﹤0.01% 599
2020
Q1 		$1K Buy
+50
New +$1.44K ﹤0.01% 461

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

Larson Financial Group's CG Position: Q2 2026 in Review

Larson Financial Group reduced its Carlyle Group (CG) stake by 14% in Q2 2026, selling an estimated $26.9K and leaving 3,667 shares worth $154K. The position accounts for ﹤0.01% of the portfolio, ranked #958.

Larson Financial Group first reported a position in CG in Q1 2020 and has held it in 21 quarters since. The position peaked at $218K in Q3 2025. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Larson Financial Group held 3,667 shares of Carlyle Group worth $154K as of Q2 2026.
  • Larson Financial Group sold 573 Carlyle Group shares in Q2 2026, an estimated $26.9K.
  • Carlyle Group made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #958 holding.
  • Larson Financial Group first reported a position in Carlyle Group in Q1 2020 and has held it in 21 quarters since.
  • Larson Financial Group's Carlyle Group position peaked at $218K in Q3 2025.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.