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Vise Technologies’s Carlyle Group CG Stock Holding History

Vise Technologies’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 		– Sell
-3,874
Closed -$229K – 1864
2026
Q1 		$229K Hold
3,874
– – ﹤0.01% 1310
2025
Q4 		$229K Hold
3,874
– – ﹤0.01% 1320
2025
Q3 		$243K Buy
+3,874
New +$242K 0.01% 1016

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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
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

Vise Technologies's CG Position: Q2 2026 in Review

Vise Technologies sold out of Carlyle Group (CG) in Q2 2026, closing a stake of 3,874 shares — an estimated $229K sold.

Vise Technologies first reported a position in CG in Q3 2025 and held it in 3 quarters. The position peaked at $243K in Q3 2025. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Vise Technologies reported no remaining Carlyle Group position as of Q2 2026 after selling out during the quarter.
  • Vise Technologies sold 3,874 Carlyle Group shares in Q2 2026, an estimated $229K.
  • Vise Technologies first reported a position in Carlyle Group in Q3 2025 and held it in 3 quarters.
  • Vise Technologies's Carlyle Group position peaked at $243K in Q3 2025.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.