Private Wealth Management Group’s Carlyle Group CG Stock Holding History

Private Wealth Management Group’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	$2.27K	Hold	54	–	–	﹤0.01%	1120
2026 Q1	$2.61K	Hold	54	–	–	﹤0.01%	990
2025 Q4	$3.19K	Hold	54	–	–	﹤0.01%	930
2025 Q3	$3.39K	Hold	54	–	–	﹤0.01%	936
2025 Q2	$2.78K	Sell	54 -54	-50%	-$2.33K	﹤0.01%	979
2025 Q1	$4.71K	Hold	108	–	–	﹤0.01%	755
2024 Q4	$5.45K	Hold	108	–	–	﹤0.01%	704
2024 Q3	$4.65K	Buy	108 +44	+69%	+$1.85K	﹤0.01%	762
2024 Q2	$2.57K	Hold	64	–	–	﹤0.01%	962
2024 Q1	$3K	Hold	64	–	–	﹤0.01%	809
2023 Q4	$2.6K	Buy	+64	New	+$2.11K	﹤0.01%	866

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 $3.37T AUM 44.26% 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

Private Wealth Management Group's CG Position: Q2 2026 in Review

Private Wealth Management Group held its Carlyle Group (CG) position steady in Q2 2026 at 54 shares worth $2.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1120.

Private Wealth Management Group first reported a position in CG in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.45K in Q4 2024. 583 funds tracked by Wall St. Rank hold CG as of Q2 2026.

Private Wealth Management Group held 54 shares of Carlyle Group worth $2.27K as of Q2 2026.
Private Wealth Management Group left its Carlyle Group share count unchanged in Q2 2026.
Carlyle Group made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1120 holding.
Private Wealth Management Group first reported a position in Carlyle Group in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Carlyle Group position peaked at $5.45K in Q4 2024.
583 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.