SageView Advisory Group’s Carlyle Group CG Stock Holding History

SageView Advisory 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 Q1	–	Sell	-1,196	Closed	-$70.7K	–	906
2025 Q4	$70.7K	Buy	+1,196	New	+$67.9K	﹤0.01%	947

Other funds holding CG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

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 $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

SageView Advisory Group's CG Position: Q1 2026 in Review

SageView Advisory Group sold out of Carlyle Group (CG) in Q1 2026, closing a stake of 1,196 shares — an estimated $70.7K sold.

SageView Advisory Group first reported a position in CG in Q4 2025 and held it in 1 quarter. The position peaked at $70.7K in Q4 2025. 605 funds tracked by Wall St. Rank hold CG as of Q1 2026.

SageView Advisory Group reported no remaining Carlyle Group position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 1,196 Carlyle Group shares in Q1 2026, an estimated $70.7K.
SageView Advisory Group first reported a position in Carlyle Group in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Carlyle Group position peaked at $70.7K in Q4 2025.
605 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.