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Stamos Capital Partners’s Carlyle Group CG Stock Holding History

Stamos Capital Partners’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 		– Sell
-4,382
Closed -$212K – 141
2026
Q1 		$212K Buy
+4,382
New +$242K 0.03% 141
2025
Q4 		– Sell
-4,425
Closed -$277K – 142
2025
Q3 		$277K Sell
4,425
-10,282
-70% -$642K 0.05% 135
2025
Q2 		$756K Buy
14,707
+5,618
+62% +$242K 0.14% 128
2025
Q1 		$396K Buy
+9,089
New +$451K 0.1% 134
2024
Q3 		– Sell
-25,980
Closed -$1.04M – 131
2024
Q2 		$1.04M Buy
25,980
+4,800
+23% +$207K 0.22% 100
2024
Q1 		$994K Buy
21,180
+9,200
+77% +$398K 0.23% 92
2023
Q4 		$487K Buy
+11,980
New +$394K 0.13% 113
2023
Q1 		– Sell
-33,180
Closed -$990K – 107
2022
Q4 		$990K Buy
+33,180
New +$947K 0.31% 80
2022
Q3 		– Sell
-35,210
Closed -$1.11M – 187
2022
Q2 		$1.11M Buy
35,210
+13,910
+65% +$533K 0.34% 56
2022
Q1 		$1.04M Buy
+21,300
New +$1.02M 0.35% 55

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

Stamos Capital Partners's CG Position: Q2 2026 in Review

Stamos Capital Partners sold out of Carlyle Group (CG) in Q2 2026, closing a stake of 4,382 shares — an estimated $212K sold.

Stamos Capital Partners first reported a position in CG in Q1 2022 and held it in 10 quarters. The position peaked at $1.11M in Q2 2022. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Stamos Capital Partners reported no remaining Carlyle Group position as of Q2 2026 after selling out during the quarter.
  • Stamos Capital Partners sold 4,382 Carlyle Group shares in Q2 2026, an estimated $212K.
  • Stamos Capital Partners first reported a position in Carlyle Group in Q1 2022 and held it in 10 quarters.
  • Stamos Capital Partners's Carlyle Group position peaked at $1.11M in Q2 2022.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Stamos Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.