VFM
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Vision Financial Markets’s Carlyle Group CG Stock Holding History

Vision Financial Markets’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
-103
Closed -$6.07K – 429
2025
Q4 		$6.07K Hold
103
– – 0.01% 260
2025
Q3 		$6.4K Buy
103
+1
+1% +$62 0.01% 277
2025
Q2 		$5.22K Buy
102
+1
+1% +$43 ﹤0.01% 280
2025
Q1 		$4.39K Buy
+101
New +$5.01K ﹤0.01% 272

Other funds holding CG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Vision Financial Markets's CG Position: Q1 2026 in Review

Vision Financial Markets sold out of Carlyle Group (CG) in Q1 2026, closing a stake of 103 shares — an estimated $6.07K sold.

Vision Financial Markets first reported a position in CG in Q1 2025 and held it in 4 quarters. The position peaked at $6.4K in Q3 2025. 602 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Vision Financial Markets reported no remaining Carlyle Group position as of Q1 2026 after selling out during the quarter.
  • Vision Financial Markets sold 103 Carlyle Group shares in Q1 2026, an estimated $6.07K.
  • Vision Financial Markets first reported a position in Carlyle Group in Q1 2025 and held it in 4 quarters.
  • Vision Financial Markets's Carlyle Group position peaked at $6.4K in Q3 2025.
  • 602 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Vision Financial Markets's 13F filing for Q1 2026, filed 24 Apr 2026.