SWM
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SHP Wealth Management’s Carlyle Group CG Stock Holding History

SHP Wealth 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 		$2.02K Hold
48
– – ﹤0.01% 1402
2026
Q1 		$2.32K Hold
48
– – ﹤0.01% 1249
2025
Q4 		$2.84K Buy
+48
New +$2.73K ﹤0.01% 1080

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

SHP Wealth Management's CG Position: Q2 2026 in Review

SHP Wealth Management held its Carlyle Group (CG) position steady in Q2 2026 at 48 shares worth $2.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

SHP Wealth Management first reported a position in CG in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.84K in Q4 2025. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • SHP Wealth Management held 48 shares of Carlyle Group worth $2.02K as of Q2 2026.
  • SHP Wealth Management left its Carlyle Group share count unchanged in Q2 2026.
  • Carlyle Group made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1402 holding.
  • SHP Wealth Management first reported a position in Carlyle Group in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Carlyle Group position peaked at $2.84K in Q4 2025.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.