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Seneschal Advisors’s Carlyle Group CG Stock Holding History

Seneschal 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 		$253 Hold
6
– – ﹤0.01% 518
2026
Q1 		$291 Sell
6
-2
-25% -$110 ﹤0.01% 483
2025
Q4 		$473 Hold
8
– – ﹤0.01% 370
2025
Q3 		$502 Buy
+8
New +$500 ﹤0.01% 359

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

Seneschal Advisors's CG Position: Q2 2026 in Review

Seneschal Advisors held its Carlyle Group (CG) position steady in Q2 2026 at 6 shares worth $253. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Seneschal Advisors first reported a position in CG in Q3 2025 and has held it in 4 quarters since. The position peaked at $502 in Q3 2025. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Seneschal Advisors held 6 shares of Carlyle Group worth $253 as of Q2 2026.
  • Seneschal Advisors left its Carlyle Group share count unchanged in Q2 2026.
  • Carlyle Group made up ﹤0.01% of Seneschal Advisors's portfolio in Q2 2026, its #518 holding.
  • Seneschal Advisors first reported a position in Carlyle Group in Q3 2025 and has held it in 4 quarters since.
  • Seneschal Advisors's Carlyle Group position peaked at $502 in Q3 2025.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Seneschal Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.