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Moneta Group Investment Advisors’s Carlyle Group CG Stock Holding History

Moneta Group Investment 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 		$227K Sell
5,383
-629
-10% -$29.5K ﹤0.01% 791
2026
Q1 		$291K Buy
6,012
+156
+3% +$8.6K ﹤0.01% 637
2025
Q4 		$346K Sell
5,856
-1,259
-18% -$71.5K ﹤0.01% 598
2025
Q3 		$446K Sell
7,115
-74
-1% -$4.62K ﹤0.01% 526
2025
Q2 		$370K Sell
7,189
-800
-10% -$34.5K ﹤0.01% 510
2025
Q1 		$348K Sell
7,989
-1,839
-19% -$91.2K ﹤0.01% 500
2024
Q4 		$496K Buy
9,828
+1,751
+22% +$88.8K 0.01% 414
2024
Q3 		$348K Sell
8,077
-2,426
-23% -$102K 0.01% 487
2024
Q2 		$422K Buy
10,503
+4,483
+74% +$194K 0.01% 418
2024
Q1 		$282K Sell
6,020
-1,534
-20% -$66.3K ﹤0.01% 503
2023
Q4 		$307K Buy
+7,554
New +$249K 0.01% 438
2023
Q3 		– Sell
-9,291
Closed -$297K – 532
2023
Q2 		$297K Buy
9,291
+518
+6% +$15.1K 0.01% 429
2023
Q1 		$272K Buy
+8,773
New +$293K 0.01% 438

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

Moneta Group Investment Advisors's CG Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Carlyle Group (CG) stake by 10% in Q2 2026, selling an estimated $29.5K and leaving 5,383 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #791.

Moneta Group Investment Advisors first reported a position in CG in Q1 2023 and has held it in 13 quarters since. The position peaked at $496K in Q4 2024. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Moneta Group Investment Advisors held 5,383 shares of Carlyle Group worth $227K as of Q2 2026.
  • Moneta Group Investment Advisors sold 629 Carlyle Group shares in Q2 2026, an estimated $29.5K.
  • Carlyle Group made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #791 holding.
  • Moneta Group Investment Advisors first reported a position in Carlyle Group in Q1 2023 and has held it in 13 quarters since.
  • Moneta Group Investment Advisors's Carlyle Group position peaked at $496K in Q4 2024.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.