WANY
CG icon

Wealthspire Advisors (New York)’s Carlyle Group CG Stock Holding History

Wealthspire Advisors (New York)’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 		$751K Buy
+17,843
New +$838K ﹤0.01% 646
2025
Q4 		– Sell
-347
Closed -$21.8K – 1348
2025
Q3 		$21.8K Buy
+347
New +$21.7K ﹤0.01% 1638

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AU
Algebris (UK) London, United Kingdom $1.52B AUM 3.09% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Wealthspire Advisors (New York)'s CG Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in Carlyle Group (CG) in Q2 2026: 17,843 shares worth $751K. The stake represents ﹤0.01% of the portfolio and ranks #646 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in CG as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in CG in Q3 2025 and has held it in 2 quarters since. 350 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Wealthspire Advisors (New York) held 17,843 shares of Carlyle Group worth $751K as of Q2 2026.
  • Carlyle Group was a new Wealthspire Advisors (New York) position in Q2 2026.
  • Carlyle Group made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #646 holding.
  • Wealthspire Advisors (New York) first reported a position in Carlyle Group in Q3 2025 and has held it in 2 quarters since.
  • 350 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.