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Pinnacle Wealth Planning Services’s Carlyle Group CG Stock Holding History

Pinnacle Wealth Planning Services’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 		$67.8K Sell
1,611
-471
-23% -$22.1K 0.01% 1083
2026
Q1 		$101K Sell
2,082
-99
-5% -$5.46K 0.01% 794
2025
Q4 		$129K Buy
+2,181
New +$124K 0.01% 656

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

Pinnacle Wealth Planning Services's CG Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Carlyle Group (CG) stake by 23% in Q2 2026, selling an estimated $22.1K and leaving 1,611 shares worth $67.8K. The position accounts for 0.01% of the portfolio, ranked #1083.

Pinnacle Wealth Planning Services first reported a position in CG in Q4 2025 and has held it in 3 quarters since. The position peaked at $129K in Q4 2025. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,611 shares of Carlyle Group worth $67.8K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 471 Carlyle Group shares in Q2 2026, an estimated $22.1K.
  • Carlyle Group made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1083 holding.
  • Pinnacle Wealth Planning Services first reported a position in Carlyle Group in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Carlyle Group position peaked at $129K in Q4 2025.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.