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Principia Wealth Advisory’s Carlyle Group CG Stock Holding History

Principia Wealth Advisory’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 		$5.89K Buy
140
+91
+186% +$4.27K ﹤0.01% 331
2026
Q1 		$2.37K Buy
49
+9
+23% +$496 ﹤0.01% 471
2025
Q4 		$2.36K Buy
40
+2
+5% +$114 ﹤0.01% 421
2025
Q3 		$2.38K Buy
38
+4
+12% +$250 ﹤0.01% 400
2025
Q2 		$1.75K Buy
34
+19
+127% +$818 ﹤0.01% 418
2025
Q1 		$593 Buy
15
+13
+650% +$645 ﹤0.01% 532
2024
Q4 		$101 Buy
+2
New +$101 ﹤0.01% 766

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

Principia Wealth Advisory's CG Position: Q2 2026 in Review

Principia Wealth Advisory increased its Carlyle Group (CG) stake by 186% in Q2 2026, buying an estimated $4.27K and bringing the position to 140 shares worth $5.89K. The position accounts for ﹤0.01% of the portfolio, ranked #331.

Principia Wealth Advisory first reported a position in CG in Q4 2024 and has held it in 7 quarters since. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Principia Wealth Advisory held 140 shares of Carlyle Group worth $5.89K as of Q2 2026.
  • Principia Wealth Advisory bought 91 Carlyle Group shares in Q2 2026, an estimated $4.27K.
  • Carlyle Group made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #331 holding.
  • Principia Wealth Advisory first reported a position in Carlyle Group in Q4 2024 and has held it in 7 quarters since.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.