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MQS Management’s Carlyle Secured Lending CGBD Stock Holding History

MQS Management’s Portfolio CGBD Stock Details CGBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$257K Buy
24,386
+2,103
+9% +$23.4K 0.31% 169
2026
Q1 		$244K Buy
+22,283
New +$263K 0.16% 285
2025
Q4 		– Sell
-30,243
Closed -$378K – 443
2025
Q3 		$378K Sell
30,243
-8,674
-22% -$119K 0.22% 184
2025
Q2 		$532K Buy
+38,917
New +$553K 0.29% 112

Other funds holding CGBD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LC
Lalia Capital New York $206M AUM
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return

MQS Management's CGBD Position: Q2 2026 in Review

MQS Management increased its Carlyle Secured Lending (CGBD) stake by 9.4% in Q2 2026, buying an estimated $23.4K and bringing the position to 24,386 shares worth $257K. The position accounts for 0.31% of the portfolio, ranked #169.

MQS Management first reported a position in CGBD in Q2 2025 and has held it in 4 quarters since. The position peaked at $532K in Q2 2025. 142 funds tracked by Wall St. Rank hold CGBD as of Q2 2026.

  • MQS Management held 24,386 shares of Carlyle Secured Lending worth $257K as of Q2 2026.
  • MQS Management bought 2,103 Carlyle Secured Lending shares in Q2 2026, an estimated $23.4K.
  • Carlyle Secured Lending made up 0.31% of MQS Management's portfolio in Q2 2026, its #169 holding.
  • MQS Management first reported a position in Carlyle Secured Lending in Q2 2025 and has held it in 4 quarters since.
  • MQS Management's Carlyle Secured Lending position peaked at $532K in Q2 2025.
  • 142 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q2 2026.

Based on MQS Management's 13F filing for Q2 2026, filed 7 Aug 2026.