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Visionary Wealth Advisors’s Carlyle Group CG Stock Holding History

Visionary Wealth Advisors’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 		$245K Sell
5,809
-47
-0.8% -$2.21K 0.01% 599
2026
Q1 		$283K Sell
5,856
-298
-5% -$16.4K 0.01% 534
2025
Q4 		$364K Sell
6,154
-107
-2% -$6.08K 0.02% 458
2025
Q3 		$393K Buy
6,261
+2
+0% +$125 0.02% 436
2025
Q2 		$322K Buy
6,259
+3
+0% +$129 0.02% 445
2025
Q1 		$273K Sell
6,256
-897
-13% -$44.5K 0.02% 465
2024
Q4 		$361K Sell
7,153
-298
-4% -$15.1K 0.02% 406
2024
Q3 		$321K Sell
7,451
-297
-4% -$12.5K 0.02% 420
2024
Q2 		$311K Sell
7,748
-97
-1% -$4.19K 0.02% 405
2024
Q1 		$368K Hold
7,845
– – 0.02% 378
2023
Q4 		$319K Sell
7,845
-45
-0.6% -$1.48K 0.02% 382
2023
Q3 		$238K Sell
7,890
-300
-4% -$9.66K 0.02% 405
2023
Q2 		$262K Sell
8,190
-700
-8% -$20.4K 0.02% 390
2023
Q1 		$276K Buy
8,890
+50
+0.6% +$1.67K 0.02% 368
2022
Q4 		$264K Buy
8,840
+200
+2% +$5.71K 0.02% 349
2022
Q3 		$223K Sell
8,640
-974
-10% -$32.1K 0.02% 352
2022
Q2 		$304K Buy
9,614
+661
+7% +$25.3K 0.03% 321
2022
Q1 		$438K Buy
8,953
+3,138
+54% +$150K 0.04% 268
2021
Q4 		$319K Sell
5,815
-200
-3% -$10.9K 0.03% 285
2021
Q3 		$284K Sell
6,015
-200
-3% -$9.59K 0.03% 253
2021
Q2 		$289K Hold
6,215
– – 0.03% 270
2021
Q1 		$228K Sell
6,215
-1,775
-22% -$62.2K 0.02% 294
2020
Q4 		$251K Buy
+7,990
New +$225K 0.03% 258
2020
Q3 		– Sell
-7,665
Closed -$214K – 263
2020
Q2 		$214K Buy
+7,665
New +$197K 0.03% 213

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

Visionary Wealth Advisors's CG Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its Carlyle Group (CG) stake by 0.8% in Q2 2026, selling an estimated $2.21K and leaving 5,809 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #599.

Visionary Wealth Advisors first reported a position in CG in Q2 2020 and has held it in 24 quarters since. The position peaked at $438K in Q1 2022. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Visionary Wealth Advisors held 5,809 shares of Carlyle Group worth $245K as of Q2 2026.
  • Visionary Wealth Advisors sold 47 Carlyle Group shares in Q2 2026, an estimated $2.21K.
  • Carlyle Group made up 0.01% of Visionary Wealth Advisors's portfolio in Q2 2026, its #599 holding.
  • Visionary Wealth Advisors first reported a position in Carlyle Group in Q2 2020 and has held it in 24 quarters since.
  • Visionary Wealth Advisors's Carlyle Group position peaked at $438K in Q1 2022.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.