Wealth Enhancement Advisory Services
CG icon

Wealth Enhancement Advisory Services’s Carlyle Group CG Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.23M Sell
27,579
-1,057
-4% -$49.6K ﹤0.01% 1923
2026
Q1 		$1.33M Buy
28,636
+6,537
+30% +$360K ﹤0.01% 1631
2025
Q4 		$1.45M Buy
22,099
+88
+0.4% +$5K ﹤0.01% 1719
2025
Q3 		$1.36M Buy
22,011
+373
+2% +$23.3K ﹤0.01% 1679
2025
Q2 		$1.21M Buy
21,638
+10,709
+98% +$461K ﹤0.01% 1643
2025
Q1 		$476K Buy
10,929
+5,611
+106% +$278K ﹤0.01% 2103
2024
Q4 		$269K Sell
5,318
-1,225
-19% -$62.1K ﹤0.01% 2465
2024
Q3 		$282K Buy
6,543
+166
+3% +$6.96K ﹤0.01% 2221
2024
Q2 		$256K Sell
6,377
-836
-12% -$36.1K ﹤0.01% 2099
2024
Q1 		$338K Sell
7,213
-639
-8% -$27.6K ﹤0.01% 1838
2023
Q4 		$320K Buy
7,852
+782
+11% +$25.7K ﹤0.01% 1770
2023
Q3 		$213K Buy
+7,070
New +$228K ﹤0.01% 1966
2022
Q2 		– Sell
-70,150
Closed -$3.45M – 334
2022
Q1 		$3.45M Buy
70,150
+4,182
+6% +$200K 0.05% 158
2021
Q4 		$3.41M Buy
+65,968
New +$3.59M 0.05% 142

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

Wealth Enhancement Advisory Services's CG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Carlyle Group (CG) stake by 3.7% in Q2 2026, selling an estimated $49.6K and leaving 27,579 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1923.

Wealth Enhancement Advisory Services first reported a position in CG in Q4 2021 and has held it in 14 quarters since. The position peaked at $3.45M in Q1 2022. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Wealth Enhancement Advisory Services held 27,579 shares of Carlyle Group worth $1.23M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 1,057 Carlyle Group shares in Q2 2026, an estimated $49.6K.
  • Carlyle Group made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1923 holding.
  • Wealth Enhancement Advisory Services first reported a position in Carlyle Group in Q4 2021 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's Carlyle Group position peaked at $3.45M in Q1 2022.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.