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True Wealth Design’s Carlyle Group CG Stock Holding History

True Wealth Design’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 		$1.69K Hold
40
– – ﹤0.01% 1764
2026
Q1 		$1.94K Hold
40
– – ﹤0.01% 1557
2025
Q4 		$2.37K Sell
40
-4
-9% -$227 ﹤0.01% 1391
2025
Q3 		$2.76K Hold
44
– – ﹤0.01% 1349
2025
Q2 		$2.26K Buy
44
+34
+340% +$1.47K ﹤0.01% 1134
2025
Q1 		$436 Buy
+10
New +$496 ﹤0.01% 1596

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

True Wealth Design's CG Position: Q2 2026 in Review

True Wealth Design held its Carlyle Group (CG) position steady in Q2 2026 at 40 shares worth $1.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1764.

True Wealth Design first reported a position in CG in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.76K in Q3 2025. 583 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • True Wealth Design held 40 shares of Carlyle Group worth $1.69K as of Q2 2026.
  • True Wealth Design left its Carlyle Group share count unchanged in Q2 2026.
  • Carlyle Group made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1764 holding.
  • True Wealth Design first reported a position in Carlyle Group in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Carlyle Group position peaked at $2.76K in Q3 2025.
  • 583 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.