Plante Moran Financial Advisors’s Carlyle Group CG Stock Holding History

Plante Moran Financial 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	$211	Buy	+5	New	+$235	﹤0.01%	1443
2023 Q2	–	Sell	-300	Closed	-$9.32K	–	803
2023 Q1	$9.32K	Sell	300 -21	-7%	-$701	﹤0.01%	575
2022 Q4	$9.57K	Hold	321	–	–	﹤0.01%	586
2022 Q3	$8K	Buy	321 +1	+0.3%	+$33	﹤0.01%	613
2022 Q2	$10K	Hold	320	–	–	﹤0.01%	605
2022 Q1	$16K	Buy	320 +20	+7%	+$957	﹤0.01%	533
2021 Q4	$16K	Hold	300	–	–	﹤0.01%	599
2021 Q3	$14K	Hold	300	–	–	﹤0.01%	632
2021 Q2	$14K	Hold	300	–	–	﹤0.01%	628
2021 Q1	$11K	Buy	+300	New	+$10.5K	﹤0.01%	631
2014 Q3	–	Sell	-700	Closed	-$24K	–	793
2014 Q2	$24K	Buy	+700	New	+$23K	0.02%	357

Other funds holding CG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Plante Moran Financial Advisors's CG Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Carlyle Group (CG) in Q2 2026: 5 shares worth $211. The stake represents ﹤0.01% of the portfolio and ranks #1443 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in CG as recently as Q1 2023.

Plante Moran Financial Advisors first reported a position in CG in Q2 2014 and has held it in 11 quarters since. The position peaked at $24K in Q2 2014. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

Plante Moran Financial Advisors held 5 shares of Carlyle Group worth $211 as of Q2 2026.
Carlyle Group was a new Plante Moran Financial Advisors position in Q2 2026.
Carlyle Group made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1443 holding.
Plante Moran Financial Advisors first reported a position in Carlyle Group in Q2 2014 and has held it in 11 quarters since.
Plante Moran Financial Advisors's Carlyle Group position peaked at $24K in Q2 2014.
588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.