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WPG Advisers’s Carlyle Group CG Stock Holding History

WPG Advisers’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 		$2.61K Buy
62
+33
+114% +$1.55K ﹤0.01% 1137
2026
Q1 		$1.4K Sell
29
-6
-17% -$331 ﹤0.01% 1181
2025
Q4 		$2.07K Hold
35
– – ﹤0.01% 1121
2025
Q3 		$2.19K Hold
35
– – ﹤0.01% 1110
2025
Q2 		$1.8K Sell
35
-36
-51% -$1.55K ﹤0.01% 1147
2025
Q1 		$3.1K Buy
71
+62
+689% +$3.08K ﹤0.01% 1011
2024
Q4 		$454 Buy
+9
New +$456 ﹤0.01% 1357

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

WPG Advisers's CG Position: Q2 2026 in Review

WPG Advisers increased its Carlyle Group (CG) stake by 114% in Q2 2026, buying an estimated $1.55K and bringing the position to 62 shares worth $2.61K. The position accounts for ﹤0.01% of the portfolio, ranked #1137.

WPG Advisers first reported a position in CG in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.1K in Q1 2025. 290 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • WPG Advisers held 62 shares of Carlyle Group worth $2.61K as of Q2 2026.
  • WPG Advisers bought 33 Carlyle Group shares in Q2 2026, an estimated $1.55K.
  • Carlyle Group made up ﹤0.01% of WPG Advisers's portfolio in Q2 2026, its #1137 holding.
  • WPG Advisers first reported a position in Carlyle Group in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's Carlyle Group position peaked at $3.1K in Q1 2025.
  • 290 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.