SWP
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Sagespring Wealth Partners’s Carlyle Group CG Stock Holding History

Sagespring Wealth Partners’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
Q1 		– Sell
-3,435
Closed -$203K – 803
2025
Q4 		$203K Sell
3,435
-364
-10% -$20.7K ﹤0.01% 765
2025
Q3 		$238K Buy
+3,799
New +$237K ﹤0.01% 680

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VPM
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VCM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Sagespring Wealth Partners's CG Position: Q1 2026 in Review

Sagespring Wealth Partners sold out of Carlyle Group (CG) in Q1 2026, closing a stake of 3,435 shares — an estimated $203K sold.

Sagespring Wealth Partners first reported a position in CG in Q3 2025 and held it in 2 quarters. The position peaked at $238K in Q3 2025. 601 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Sagespring Wealth Partners reported no remaining Carlyle Group position as of Q1 2026 after selling out during the quarter.
  • Sagespring Wealth Partners sold 3,435 Carlyle Group shares in Q1 2026, an estimated $203K.
  • Sagespring Wealth Partners first reported a position in Carlyle Group in Q3 2025 and held it in 2 quarters.
  • Sagespring Wealth Partners's Carlyle Group position peaked at $238K in Q3 2025.
  • 601 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.