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Sequoia Financial Advisors’s Carlyle Group CG Stock Holding History

Sequoia Financial 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 		$328K Sell
7,794
-496
-6% -$23.3K ﹤0.01% 1612
2026
Q1 		$401K Buy
8,290
+697
+9% +$38.4K ﹤0.01% 1399
2025
Q4 		$449K Buy
+7,593
New +$431K ﹤0.01% 1335

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Sequoia Financial Advisors's CG Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Carlyle Group (CG) stake by 6% in Q2 2026, selling an estimated $23.3K and leaving 7,794 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #1612.

Sequoia Financial Advisors first reported a position in CG in Q4 2025 and has held it in 3 quarters since. The position peaked at $449K in Q4 2025. 584 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Sequoia Financial Advisors held 7,794 shares of Carlyle Group worth $328K as of Q2 2026.
  • Sequoia Financial Advisors sold 496 Carlyle Group shares in Q2 2026, an estimated $23.3K.
  • Carlyle Group made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1612 holding.
  • Sequoia Financial Advisors first reported a position in Carlyle Group in Q4 2025 and has held it in 3 quarters since.
  • Sequoia Financial Advisors's Carlyle Group position peaked at $449K in Q4 2025.
  • 584 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.