Synergy Investment Management’s Carlyle Group CG Stock Holding History

Synergy 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	$2.19K	Buy	+49	New	+$2.3K	﹤0.01%	886

Other funds holding CG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Synergy Investment Management's CG Position: Q2 2026 in Review

Synergy Investment Management opened a new position in Carlyle Group (CG) in Q2 2026: 49 shares worth $2.19K. The stake represents ﹤0.01% of the portfolio and ranks #886 among its holdings.

583 funds tracked by Wall St. Rank hold CG as of Q2 2026.

Synergy Investment Management held 49 shares of Carlyle Group worth $2.19K as of Q2 2026.
Carlyle Group was a new Synergy Investment Management position in Q2 2026.
Carlyle Group made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #886 holding.
583 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.