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Shelton Capital Management’s Carlyle Group CG Stock Holding History

Shelton Capital Management’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 		$354K Sell
8,401
-275
-3% -$12.9K 0.01% 480
2026
Q1 		$420K Buy
8,676
+1,116
+15% +$61.5K 0.01% 408
2025
Q4 		$447K Hold
7,560
– – 0.01% 378
2025
Q3 		$474K Hold
7,560
– – 0.01% 364
2025
Q2 		$389K Sell
7,560
-185
-2% -$7.97K 0.01% 408
2025
Q1 		$338K Sell
7,745
-191
-2% -$9.47K 0.01% 430
2024
Q4 		$401K Sell
7,936
-718
-8% -$36.4K 0.01% 401
2024
Q3 		$373K Hold
8,654
– – 0.01% 415
2024
Q2 		$347K Sell
8,654
-655
-7% -$28.3K 0.01% 427
2024
Q1 		$437K Hold
9,309
– – 0.01% 386
2023
Q4 		$379K Buy
+9,309
New +$307K 0.01% 404

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

Shelton Capital Management's CG Position: Q2 2026 in Review

Shelton Capital Management reduced its Carlyle Group (CG) stake by 3.2% in Q2 2026, selling an estimated $12.9K and leaving 8,401 shares worth $354K. The position accounts for 0.01% of the portfolio, ranked #480.

Shelton Capital Management first reported a position in CG in Q4 2023 and has held it in 11 quarters since. The position peaked at $474K in Q3 2025. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Shelton Capital Management held 8,401 shares of Carlyle Group worth $354K as of Q2 2026.
  • Shelton Capital Management sold 275 Carlyle Group shares in Q2 2026, an estimated $12.9K.
  • Carlyle Group made up 0.01% of Shelton Capital Management's portfolio in Q2 2026, its #480 holding.
  • Shelton Capital Management first reported a position in Carlyle Group in Q4 2023 and has held it in 11 quarters since.
  • Shelton Capital Management's Carlyle Group position peaked at $474K in Q3 2025.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.