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Mount Yale Investment Advisors’s Carlyle Group CG Stock Holding History

Mount Yale 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 		– Sell
-4,161
Closed -$201K – 1212
2026
Q1 		$201K Buy
+4,161
New +$229K ﹤0.01% 1060
2025
Q3 		– Sell
-65
Closed -$3.34K – 827
2025
Q2 		$3.34K Buy
+65
New +$2.8K ﹤0.01% 1275

Other funds holding CG

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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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's CG Position: Q2 2026 in Review

Mount Yale Investment Advisors sold out of Carlyle Group (CG) in Q2 2026, closing a stake of 4,161 shares — an estimated $201K sold.

Mount Yale Investment Advisors first reported a position in CG in Q2 2025 and held it in 2 quarters. The position peaked at $201K in Q1 2026. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Mount Yale Investment Advisors reported no remaining Carlyle Group position as of Q2 2026 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 4,161 Carlyle Group shares in Q2 2026, an estimated $201K.
  • Mount Yale Investment Advisors first reported a position in Carlyle Group in Q2 2025 and held it in 2 quarters.
  • Mount Yale Investment Advisors's Carlyle Group position peaked at $201K in Q1 2026.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.