TopTier Wealth Management’s Carlyle Group CG Stock Holding History

TopTier 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	–	Sell	-9	Closed	-$436	–	222
2026 Q1	$436	Buy	+9	New	+$496	﹤0.01%	618

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

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

TopTier Wealth Management sold out of Carlyle Group (CG) in Q2 2026, closing a stake of 9 shares — an estimated $436 sold.

TopTier Wealth Management first reported a position in CG in Q1 2026 and held it in 1 quarter. The position peaked at $436 in Q1 2026. 586 funds tracked by Wall St. Rank hold CG as of Q2 2026.

TopTier Wealth Management reported no remaining Carlyle Group position as of Q2 2026 after selling out during the quarter.
TopTier Wealth Management sold 9 Carlyle Group shares in Q2 2026, an estimated $436.
TopTier Wealth Management first reported a position in Carlyle Group in Q1 2026 and held it in 1 quarter.
TopTier Wealth Management's Carlyle Group position peaked at $436 in Q1 2026.
586 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.