Main Street Group’s Carlyle Group CG Stock Holding History

Main Street 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	$23.9K	Hold	568	–	–	0.01%	413
2026 Q1	$27.5K	Buy	+568	New	+$31.3K	0.01%	366
2025 Q4	–	Sell	-568	Closed	-$35.6K	–	179
2025 Q3	$35.6K	Hold	568	–	–	0.01%	295
2025 Q2	$29.2K	Hold	568	–	–	0.01%	321
2025 Q1	$24.8K	Hold	568	–	–	0.01%	371
2024 Q4	$28.7K	Buy	+568	New	+$28.8K	0.01%	333
2024 Q2	–	Sell	-755	Closed	-$35.4K	–	882
2024 Q1	$35.4K	Buy	755 +555	+278%	+$24K	0.02%	329
2023 Q4	$8.14K	Buy	+200	New	+$6.58K	﹤0.01%	853

Other funds holding CG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Main Street Group's CG Position: Q2 2026 in Review

Main Street Group held its Carlyle Group (CG) position steady in Q2 2026 at 568 shares worth $23.9K. The position accounts for 0.01% of the portfolio, ranked #413.

Main Street Group first reported a position in CG in Q4 2023 and has held it in 8 quarters since. The position peaked at $35.6K in Q3 2025. 584 funds tracked by Wall St. Rank hold CG as of Q2 2026.

Main Street Group held 568 shares of Carlyle Group worth $23.9K as of Q2 2026.
Main Street Group left its Carlyle Group share count unchanged in Q2 2026.
Carlyle Group made up 0.01% of Main Street Group's portfolio in Q2 2026, its #413 holding.
Main Street Group first reported a position in Carlyle Group in Q4 2023 and has held it in 8 quarters since.
Main Street Group's Carlyle Group position peaked at $35.6K in Q3 2025.
584 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Main Street Group's 13F filing for Q2 2026, filed 13 Jul 2026.