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Smartleaf Asset Management’s Carlyle Group CG Stock Holding History

Smartleaf Asset 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 		$52.4K Hold
1,294
– – ﹤0.01% 1488
2026
Q1 		$60.1K Sell
1,294
-333
-20% -$18.4K ﹤0.01% 1360
2025
Q4 		$97.8K Buy
1,627
+164
+11% +$9.32K ﹤0.01% 1194
2025
Q3 		$94.9K Buy
1,463
+951
+186% +$59.4K 0.01% 1098
2025
Q2 		$26.2K Sell
512
-646
-56% -$27.8K ﹤0.01% 1447
2025
Q1 		$50K Sell
1,158
-71
-6% -$3.52K ﹤0.01% 1147
2024
Q4 		$62.1K Buy
1,229
+296
+32% +$15K 0.01% 1075
2024
Q3 		$40.7K Buy
933
+569
+156% +$23.9K ﹤0.01% 989
2024
Q2 		$14.5K Buy
364
+244
+203% +$10.5K ﹤0.01% 1193
2024
Q1 		$5.61K Buy
+120
New +$5.19K ﹤0.01% 1176

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

Smartleaf Asset Management's CG Position: Q2 2026 in Review

Smartleaf Asset Management held its Carlyle Group (CG) position steady in Q2 2026 at 1,294 shares worth $52.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1488.

Smartleaf Asset Management first reported a position in CG in Q1 2024 and has held it in 10 quarters since. The position peaked at $97.8K in Q4 2025. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Smartleaf Asset Management held 1,294 shares of Carlyle Group worth $52.4K as of Q2 2026.
  • Smartleaf Asset Management left its Carlyle Group share count unchanged in Q2 2026.
  • Carlyle Group made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1488 holding.
  • Smartleaf Asset Management first reported a position in Carlyle Group in Q1 2024 and has held it in 10 quarters since.
  • Smartleaf Asset Management's Carlyle Group position peaked at $97.8K in Q4 2025.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.