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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

SHP Wealth Management's CG Position: Q1 2026 in Review

SHP Wealth Management held its Carlyle Group (CG) position steady in Q1 2026 at 48 shares worth $2.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1249.

SHP Wealth Management first reported a position in CG in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.84K in Q4 2025. 602 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • SHP Wealth Management held 48 shares of Carlyle Group worth $2.32K as of Q1 2026.
  • SHP Wealth Management left its Carlyle Group share count unchanged in Q1 2026.
  • Carlyle Group made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1249 holding.
  • SHP Wealth Management first reported a position in Carlyle Group in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Carlyle Group position peaked at $2.84K in Q4 2025.
  • 602 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.