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Western Pacific Wealth Management’s Carlyle Group CG Stock Holding History

Western Pacific Wealth Management’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 		$138K Hold
2,849
– – 0.14% 75
2025
Q4 		$168K Sell
2,849
-507
-15% -$28.8K 0.16% 68
2025
Q3 		$210K Hold
3,356
– – 0.21% 65
2025
Q2 		$172K Buy
3,356
+9
+0.3% +$388 0.17% 77
2025
Q1 		$146K Sell
3,347
-266
-7% -$13.2K 0.13% 82
2024
Q4 		$182K Buy
3,613
+329
+10% +$16.7K 0.15% 70
2024
Q3 		$141K Buy
3,284
+314
+11% +$13.2K 0.09% 80
2024
Q2 		$119K Buy
2,970
+523
+21% +$22.6K 0.09% 80
2024
Q1 		$115K Buy
2,447
+313
+15% +$13.5K 0.08% 90
2023
Q4 		$86.8K Buy
2,134
+391
+22% +$12.9K 0.06% 105
2023
Q3 		$52.6K Buy
1,743
+135
+8% +$4.35K 0.04% 128
2023
Q2 		$51.4K Buy
1,608
+488
+44% +$14.3K 0.04% 139
2023
Q1 		$34.8K Buy
+1,120
New +$37.4K 0.03% 163

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 $298B AUM 21.96% 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

Western Pacific Wealth Management's CG Position: Q1 2026 in Review

Western Pacific Wealth Management held its Carlyle Group (CG) position steady in Q1 2026 at 2,849 shares worth $138K. The position accounts for 0.14% of the portfolio, ranked #75.

Western Pacific Wealth Management first reported a position in CG in Q1 2023 and has held it in 13 quarters since. The position peaked at $210K in Q3 2025. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Western Pacific Wealth Management held 2,849 shares of Carlyle Group worth $138K as of Q1 2026.
  • Western Pacific Wealth Management left its Carlyle Group share count unchanged in Q1 2026.
  • Carlyle Group made up 0.14% of Western Pacific Wealth Management's portfolio in Q1 2026, its #75 holding.
  • Western Pacific Wealth Management first reported a position in Carlyle Group in Q1 2023 and has held it in 13 quarters since.
  • Western Pacific Wealth Management's Carlyle Group position peaked at $210K in Q3 2025.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Western Pacific Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.