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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Tower View Wealth Management's CG Position: Q1 2026 in Review

Tower View Wealth Management increased its Carlyle Group (CG) stake by 0.66% in Q1 2026, buying an estimated $827 and bringing the position to 2,273 shares worth $110K. The position accounts for 0.06% of the portfolio, ranked #75.

Tower View Wealth Management first reported a position in CG in Q3 2021 and has held it in 19 quarters since. The position peaked at $141K in Q3 2025. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

Tower View Wealth Management held 2,273 shares of Carlyle Group worth $110K as of Q1 2026.
Tower View Wealth Management bought 15 Carlyle Group shares in Q1 2026, an estimated $827.
Carlyle Group made up 0.06% of Tower View Wealth Management's portfolio in Q1 2026, its #75 holding.
Tower View Wealth Management first reported a position in Carlyle Group in Q3 2021 and has held it in 19 quarters since.
Tower View Wealth Management's Carlyle Group position peaked at $141K in Q3 2025.
600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Tower View Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.