Moisand Fitzgerald Tamayo’s Carlyle Group CG Stock Holding History

Moisand Fitzgerald Tamayo’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	$115	Hold	121	–	–	﹤0.01%	528
2026 Q1	$115	Hold	121	–	–	﹤0.01%	507
2025 Q4	$138	Hold	121	–	–	﹤0.01%	506
2025 Q3	$177	Hold	121	–	–	﹤0.01%	567
2025 Q2	$148	Hold	121	–	–	﹤0.01%	570
2025 Q1	$111	Hold	121	–	–	﹤0.01%	577
2024 Q4	$332	Hold	121	–	–	﹤0.01%	577
2024 Q3	$584	Hold	121	–	–	﹤0.01%	583
2024 Q2	$781	Hold	121	–	–	﹤0.01%	547
2024 Q1	$1.04K	Hold	121	–	–	﹤0.01%	525
2023 Q4	$619	Buy	+121	New	+$3.98K	﹤0.01%	601

Other funds holding CG

FSA

Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AMBIA

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Moisand Fitzgerald Tamayo's CG Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its Carlyle Group (CG) position steady in Q2 2026 at 121 shares worth $115. The position accounts for ﹤0.01% of the portfolio, ranked #528.

Moisand Fitzgerald Tamayo first reported a position in CG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.04K in Q1 2024. 104 funds tracked by Wall St. Rank hold CG as of Q2 2026.

Moisand Fitzgerald Tamayo held 121 shares of Carlyle Group worth $115 as of Q2 2026.
Moisand Fitzgerald Tamayo left its Carlyle Group share count unchanged in Q2 2026.
Carlyle Group made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #528 holding.
Moisand Fitzgerald Tamayo first reported a position in Carlyle Group in Q4 2023 and has held it in 11 quarters since.
Moisand Fitzgerald Tamayo's Carlyle Group position peaked at $1.04K in Q1 2024.
104 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.