RWM
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Raffa Wealth Management’s Carlyle Group CG Stock Holding History

Raffa 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 		$969 Buy
23
+21
+1,050% +$986 ﹤0.01% 1028
2026
Q1 		$97 Buy
+2
New +$110 ﹤0.01% 1292
2025
Q3 		– Sell
-653
Closed -$33.6K – 1182
2025
Q2 		$33.6K Buy
+653
New +$28.1K 0.01% 208

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

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

Raffa Wealth Management increased its Carlyle Group (CG) stake by 1,050% in Q2 2026, buying an estimated $986 and bringing the position to 23 shares worth $969. The position accounts for ﹤0.01% of the portfolio, ranked #1028.

Raffa Wealth Management first reported a position in CG in Q2 2025 and has held it in 3 quarters since. The position peaked at $33.6K in Q2 2025. 547 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Raffa Wealth Management held 23 shares of Carlyle Group worth $969 as of Q2 2026.
  • Raffa Wealth Management bought 21 Carlyle Group shares in Q2 2026, an estimated $986.
  • Carlyle Group made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #1028 holding.
  • Raffa Wealth Management first reported a position in Carlyle Group in Q2 2025 and has held it in 3 quarters since.
  • Raffa Wealth Management's Carlyle Group position peaked at $33.6K in Q2 2025.
  • 547 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

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