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Sowell Financial Services’s Carlyle Group CG Stock Holding History

Sowell Financial Services’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 		– Sell
-3,680
Closed -$218K – 1133
2025
Q4 		$218K Sell
3,680
-46
-1% -$2.61K 0.01% 988
2025
Q3 		$234K Buy
+3,726
New +$233K 0.01% 925
2025
Q2 		– Sell
-7,628
Closed -$333K – 1048
2025
Q1 		$333K Buy
+7,628
New +$378K 0.02% 717
2023
Q2 		– Sell
-7,631
Closed -$237K – 597
2023
Q1 		$237K Buy
+7,631
New +$255K 0.02% 642

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Vanguard Portfolio Management
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Vanguard Capital Management
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Sowell Financial Services's CG Position: Q1 2026 in Review

Sowell Financial Services sold out of Carlyle Group (CG) in Q1 2026, closing a stake of 3,680 shares — an estimated $218K sold.

Sowell Financial Services first reported a position in CG in Q1 2023 and held it in 4 quarters. The position peaked at $333K in Q1 2025. 604 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Sowell Financial Services reported no remaining Carlyle Group position as of Q1 2026 after selling out during the quarter.
  • Sowell Financial Services sold 3,680 Carlyle Group shares in Q1 2026, an estimated $218K.
  • Sowell Financial Services first reported a position in Carlyle Group in Q1 2023 and held it in 4 quarters.
  • Sowell Financial Services's Carlyle Group position peaked at $333K in Q1 2025.
  • 604 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.