UAG
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United Advisor Group’s Carlyle Secured Lending CGBD Stock Holding History

United Advisor Group’s Portfolio CGBD Stock Details CGBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$276K Sell
26,181
-6,117
-19% -$68.1K 0.03% 442
2026
Q1 		$353K Buy
32,298
+128
+0.4% +$1.51K 0.04% 355
2025
Q4 		$402K Sell
32,170
-2,196
-6% -$27.3K 0.05% 315
2025
Q3 		$430K Buy
34,366
+8,251
+32% +$113K 0.06% 289
2025
Q2 		$357K Buy
26,115
+2,196
+9% +$31.2K 0.06% 287
2025
Q1 		$387K Hold
23,919
– – 0.08% 229
2024
Q4 		$429K Buy
23,919
+8,814
+58% +$152K 0.08% 223
2024
Q3 		$256K Buy
15,105
+1,803
+14% +$31.1K 0.06% 295
2024
Q2 		$236K Buy
+13,302
New +$231K 0.07% 233

Other funds holding CGBD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LC
Lalia Capital New York $206M AUM
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return

United Advisor Group's CGBD Position: Q2 2026 in Review

United Advisor Group reduced its Carlyle Secured Lending (CGBD) stake by 19% in Q2 2026, selling an estimated $68.1K and leaving 26,181 shares worth $276K. The position accounts for 0.03% of the portfolio, ranked #442.

United Advisor Group first reported a position in CGBD in Q2 2024 and has held it in 9 quarters since. The position peaked at $430K in Q3 2025. 142 funds tracked by Wall St. Rank hold CGBD as of Q2 2026.

  • United Advisor Group held 26,181 shares of Carlyle Secured Lending worth $276K as of Q2 2026.
  • United Advisor Group sold 6,117 Carlyle Secured Lending shares in Q2 2026, an estimated $68.1K.
  • Carlyle Secured Lending made up 0.03% of United Advisor Group's portfolio in Q2 2026, its #442 holding.
  • United Advisor Group first reported a position in Carlyle Secured Lending in Q2 2024 and has held it in 9 quarters since.
  • United Advisor Group's Carlyle Secured Lending position peaked at $430K in Q3 2025.
  • 142 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.