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Spire Wealth Management’s Carlyle Group CG Stock Holding History

Spire 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 		$77.9K Sell
1,850
-1,106
-37% -$51.9K ﹤0.01% 1051
2026
Q1 		$143K Sell
2,956
-414
-12% -$22.8K ﹤0.01% 880
2025
Q4 		$199K Sell
3,370
-1,279
-28% -$72.7K 0.01% 795
2025
Q3 		$291K Sell
4,649
-811
-15% -$50.7K 0.01% 681
2025
Q2 		$281K Buy
5,460
+95
+2% +$4.09K 0.01% 678
2025
Q1 		$234K Buy
5,365
+428
+9% +$21.2K 0.01% 788
2024
Q4 		$249K Sell
4,937
-4
-0.1% -$203 0.01% 761
2024
Q3 		$213K Buy
4,941
+39
+0.8% +$1.64K 0.01% 713
2024
Q2 		$197K Sell
4,902
-210
-4% -$9.07K 0.01% 723
2024
Q1 		$240K Buy
5,112
+17
+0.3% +$735 ﹤0.01% 727
2023
Q4 		$202K Sell
5,095
-60
-1% -$1.98K 0.01% 762
2023
Q3 		$156K Buy
5,155
+12
+0.2% +$387 0.01% 789
2023
Q2 		$164K Buy
5,143
+2,143
+71% +$62.6K 0.01% 782
2023
Q1 		$93.2K Sell
3,000
-101
-3% -$3.37K ﹤0.01% 994
2022
Q4 		$93K Buy
3,101
+12
+0.4% +$342 0.01% 773
2022
Q3 		$80K Sell
3,089
-1,017
-25% -$33.5K ﹤0.01% 785
2022
Q2 		$130K Buy
4,106
+1,025
+33% +$39.3K 0.01% 933
2022
Q1 		$151K Sell
3,081
-1,486
-33% -$71.1K ﹤0.01% 1008
2021
Q4 		$251K Buy
4,567
+1,506
+49% +$82K 0.01% 993
2021
Q3 		$145K Sell
3,061
-894
-23% -$42.9K ﹤0.01% 1044
2021
Q2 		$184K Sell
3,955
-1,993
-34% -$84.8K 0.01% 967
2021
Q1 		$219K Buy
+5,948
New +$209K 0.01% 1026

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

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

Spire Wealth Management reduced its Carlyle Group (CG) stake by 37% in Q2 2026, selling an estimated $51.9K and leaving 1,850 shares worth $77.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1051.

Spire Wealth Management first reported a position in CG in Q1 2021 and has held it in 22 quarters since. The position peaked at $291K in Q3 2025. 584 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Spire Wealth Management held 1,850 shares of Carlyle Group worth $77.9K as of Q2 2026.
  • Spire Wealth Management sold 1,106 Carlyle Group shares in Q2 2026, an estimated $51.9K.
  • Carlyle Group made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1051 holding.
  • Spire Wealth Management first reported a position in Carlyle Group in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Carlyle Group position peaked at $291K in Q3 2025.
  • 584 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.