PWM
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Proathlete Wealth Management’s Carlyle Group CG Stock Holding History

Proathlete Wealth Management’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 		$12.5K Hold
297
– – ﹤0.01% 153
2026
Q1 		$14.4K Hold
297
– – ﹤0.01% 148
2025
Q4 		$17.6K Hold
297
– – ﹤0.01% 154
2025
Q3 		$18.6K Hold
297
– – 0.01% 143
2025
Q2 		$15.3K Hold
297
– – ﹤0.01% 165
2025
Q1 		$12.9K Buy
+297
New +$14.7K ﹤0.01% 153

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

Proathlete Wealth Management's CG Position: Q2 2026 in Review

Proathlete Wealth Management held its Carlyle Group (CG) position steady in Q2 2026 at 297 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #153.

Proathlete Wealth Management first reported a position in CG in Q1 2025 and has held it in 6 quarters since. The position peaked at $18.6K in Q3 2025. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Proathlete Wealth Management held 297 shares of Carlyle Group worth $12.5K as of Q2 2026.
  • Proathlete Wealth Management left its Carlyle Group share count unchanged in Q2 2026.
  • Carlyle Group made up ﹤0.01% of Proathlete Wealth Management's portfolio in Q2 2026, its #153 holding.
  • Proathlete Wealth Management first reported a position in Carlyle Group in Q1 2025 and has held it in 6 quarters since.
  • Proathlete Wealth Management's Carlyle Group position peaked at $18.6K in Q3 2025.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Proathlete Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.