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Planning Strategies’s Carlyle Group CG Stock Holding History

Planning Strategies’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 		$84 Buy
+2
New +$94 ﹤0.01% 1038

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

Planning Strategies's CG Position: Q2 2026 in Review

Planning Strategies opened a new position in Carlyle Group (CG) in Q2 2026: 2 shares worth $84. The stake represents ﹤0.01% of the portfolio and ranks #1038 among its holdings.

547 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Planning Strategies held 2 shares of Carlyle Group worth $84 as of Q2 2026.
  • Carlyle Group was a new Planning Strategies position in Q2 2026.
  • Carlyle Group made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #1038 holding.
  • 547 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.