WCA
CG icon

Whetstone Capital Advisors’s Carlyle Group CG Stock Holding History

Whetstone Capital 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 		$224K Hold
5,312
– – 0.06% 67
2026
Q1 		$257K Buy
5,312
+1,616
+44% +$89.1K 0.09% 37
2025
Q4 		$218K Buy
3,696
+317
+9% +$18K 0.07% 51
2025
Q3 		$212K Sell
3,379
-714
-17% -$44.6K 0.06% 53
2025
Q2 		$210K Buy
+4,093
New +$176K 0.06% 30

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

Whetstone Capital Advisors's CG Position: Q2 2026 in Review

Whetstone Capital Advisors held its Carlyle Group (CG) position steady in Q2 2026 at 5,312 shares worth $224K. The position accounts for 0.06% of the portfolio, ranked #67.

Whetstone Capital Advisors first reported a position in CG in Q2 2025 and has held it in 5 quarters since. The position peaked at $257K in Q1 2026. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Whetstone Capital Advisors held 5,312 shares of Carlyle Group worth $224K as of Q2 2026.
  • Whetstone Capital Advisors left its Carlyle Group share count unchanged in Q2 2026.
  • Carlyle Group made up 0.06% of Whetstone Capital Advisors's portfolio in Q2 2026, its #67 holding.
  • Whetstone Capital Advisors first reported a position in Carlyle Group in Q2 2025 and has held it in 5 quarters since.
  • Whetstone Capital Advisors's Carlyle Group position peaked at $257K in Q1 2026.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Whetstone Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.