TVWM
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Tower View Wealth Management’s Carlyle Group CG Stock Holding History

Tower View 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 		$96.5K Buy
2,291
+18
+0.8% +$845 0.04% 82
2026
Q1 		$110K Buy
2,273
+15
+0.7% +$827 0.06% 75
2025
Q4 		$133K Buy
2,258
+15
+0.7% +$852 0.07% 68
2025
Q3 		$141K Buy
2,243
+12
+0.5% +$750 0.07% 61
2025
Q2 		$115K Buy
2,231
+17
+0.8% +$732 0.06% 76
2025
Q1 		$96.5K Buy
2,214
+16
+0.7% +$793 0.06% 63
2024
Q4 		$111K Buy
2,198
+12
+0.5% +$608 0.06% 69
2024
Q3 		$94.1K Buy
2,186
+19
+0.9% +$797 0.05% 68
2024
Q2 		$87K Buy
2,167
+17
+0.8% +$734 0.05% 68
2024
Q1 		$101K Buy
2,150
+16
+0.7% +$692 0.06% 70
2023
Q4 		$87K Buy
2,134
+23
+1% +$757 0.05% 68
2023
Q3 		$64K Buy
2,111
+24
+1% +$773 0.04% 70
2023
Q2 		$67K Buy
2,087
+27
+1% +$789 0.05% 69
2023
Q1 		$64K Buy
2,060
+19
+0.9% +$634 0.04% 74
2022
Q4 		$61K Buy
2,041
+22
+1% +$628 0.04% 78
2022
Q3 		$52K Buy
2,019
+19
+1% +$626 0.04% 78
2022
Q2 		$63K Hold
2,000
– – 0.05% 75
2022
Q1 		$98K Hold
2,000
– – 0.05% 88
2021
Q4 		$110K Hold
2,000
– – 0.06% 89
2021
Q3 		$95K Buy
+2,000
New +$95.9K 0.05% 87

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

Tower View Wealth Management's CG Position: Q2 2026 in Review

Tower View Wealth Management increased its Carlyle Group (CG) stake by 0.79% in Q2 2026, buying an estimated $845 and bringing the position to 2,291 shares worth $96.5K. The position accounts for 0.04% of the portfolio, ranked #82.

Tower View Wealth Management first reported a position in CG in Q3 2021 and has held it in 20 quarters since. The position peaked at $141K in Q3 2025. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Tower View Wealth Management held 2,291 shares of Carlyle Group worth $96.5K as of Q2 2026.
  • Tower View Wealth Management bought 18 Carlyle Group shares in Q2 2026, an estimated $845.
  • Carlyle Group made up 0.04% of Tower View Wealth Management's portfolio in Q2 2026, its #82 holding.
  • Tower View Wealth Management first reported a position in Carlyle Group in Q3 2021 and has held it in 20 quarters since.
  • Tower View Wealth Management's Carlyle Group position peaked at $141K in Q3 2025.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Tower View Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.