RPCONE
CG icon

Retirement Planning Company of New England’s Carlyle Group CG Stock Holding History

Retirement Planning Company of New England’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
2023
Q1 		– Sell
-100
Closed -$2.98K – 226
2022
Q4 		$2.98K Buy
+100
New +$2.85K ﹤0.01% 232

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Retirement Planning Company of New England's CG Position: Q2 2026 in Review

Retirement Planning Company of New England increased its Carlyle Group (CG) stake by 11% in Q2 2026, buying an estimated $49.6K and bringing the position to 10,971 shares worth $462K. The position accounts for 0.17% of the portfolio, ranked #147.

Retirement Planning Company of New England first reported a position in CG in Q4 2021 and has held it in 19 quarters since. The position peaked at $574K in Q2 2025. 394 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Retirement Planning Company of New England held 10,971 shares of Carlyle Group worth $462K as of Q2 2026.
  • Retirement Planning Company of New England bought 1,056 Carlyle Group shares in Q2 2026, an estimated $49.6K.
  • Carlyle Group made up 0.17% of Retirement Planning Company of New England's portfolio in Q2 2026, its #147 holding.
  • Retirement Planning Company of New England first reported a position in Carlyle Group in Q4 2021 and has held it in 19 quarters since.
  • Retirement Planning Company of New England's Carlyle Group position peaked at $574K in Q2 2025.
  • 394 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.