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Stone House Investment Management’s Carlyle Group CG Stock Holding History

Stone House Investment 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 		– Sell
-41
Closed -$1.98K – 1354
2026
Q1 		$1.98K Buy
+41
New +$2.26K ﹤0.01% 594

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Stone House Investment Management's CG Position: Q2 2026 in Review

Stone House Investment Management sold out of Carlyle Group (CG) in Q2 2026, closing a stake of 41 shares — an estimated $1.98K sold.

Stone House Investment Management first reported a position in CG in Q1 2026 and held it in 1 quarter. The position peaked at $1.98K in Q1 2026. 583 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Stone House Investment Management reported no remaining Carlyle Group position as of Q2 2026 after selling out during the quarter.
  • Stone House Investment Management sold 41 Carlyle Group shares in Q2 2026, an estimated $1.98K.
  • Stone House Investment Management first reported a position in Carlyle Group in Q1 2026 and held it in 1 quarter.
  • Stone House Investment Management's Carlyle Group position peaked at $1.98K in Q1 2026.
  • 583 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.