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Turning Point Benefit Group’s Carlyle Group CG Stock Holding History

Turning Point Benefit Group’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 		– Sell
-21
Closed -$1.24K – 219
2025
Q4 		$1.24K Buy
+21
New +$1.19K ﹤0.01% 528

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Vanguard Portfolio Management
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Vanguard Capital Management
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Turning Point Benefit Group's CG Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Carlyle Group (CG) in Q1 2026, closing a stake of 21 shares — an estimated $1.24K sold.

Turning Point Benefit Group first reported a position in CG in Q4 2025 and held it in 1 quarter. The position peaked at $1.24K in Q4 2025. 605 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Carlyle Group position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 21 Carlyle Group shares in Q1 2026, an estimated $1.24K.
  • Turning Point Benefit Group first reported a position in Carlyle Group in Q4 2025 and held it in 1 quarter.
  • Turning Point Benefit Group's Carlyle Group position peaked at $1.24K in Q4 2025.
  • 605 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.