SA
CG icon

Sanctuary Advisors’s Carlyle Group CG Stock Holding History

Sanctuary Advisors’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 		$1.56M Sell
37,073
-898
-2% -$42.2K 0.01% 1181
2026
Q1 		$1.84M Buy
37,971
+767
+2% +$42.3K 0.01% 993
2025
Q4 		$2.2M Sell
37,204
-2,830
-7% -$161K 0.01% 884
2025
Q3 		$2.51M Buy
40,034
+1,285
+3% +$80.3K 0.01% 778
2025
Q2 		$1.99M Buy
38,749
+994
+3% +$42.8K 0.01% 847
2025
Q1 		$1.65M Buy
37,755
+2,155
+6% +$107K 0.01% 868
2024
Q4 		$2M Buy
35,600
+2,240
+7% +$114K 0.01% 855
2024
Q3 		$1.79M Sell
33,360
-3,788
-10% -$159K 0.01% 929
2024
Q2 		$1.71M Buy
+37,148
New +$1.6M 0.01% 892

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 $3.38T AUM 44.17% 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

Sanctuary Advisors's CG Position: Q2 2026 in Review

Sanctuary Advisors reduced its Carlyle Group (CG) stake by 2.4% in Q2 2026, selling an estimated $42.2K and leaving 37,073 shares worth $1.56M. The position accounts for 0.01% of the portfolio, ranked #1181.

Sanctuary Advisors first reported a position in CG in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.51M in Q3 2025. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Sanctuary Advisors held 37,073 shares of Carlyle Group worth $1.56M as of Q2 2026.
  • Sanctuary Advisors sold 898 Carlyle Group shares in Q2 2026, an estimated $42.2K.
  • Carlyle Group made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1181 holding.
  • Sanctuary Advisors first reported a position in Carlyle Group in Q2 2024 and has held it in 9 quarters since.
  • Sanctuary Advisors's Carlyle Group position peaked at $2.51M in Q3 2025.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.