Adage Capital Partners
CG icon

Adage Capital Partners’s Carlyle Group CG Stock Holding History

Adage Capital Partners’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 		$5.9M Buy
140,100
+130,199
+1,315% +$6.12M 0.01% 791
2026
Q1 		$479K Buy
+9,901
New +$546K ﹤0.01% 882
2025
Q1 		– Sell
-89,600
Closed -$4.52M – 857
2024
Q4 		$4.52M Buy
+89,600
New +$4.54M 0.01% 725

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Capital World Investors
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Vanguard Capital Management
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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

Adage Capital Partners's CG Position: Q2 2026 in Review

Adage Capital Partners increased its Carlyle Group (CG) stake by 1,315% in Q2 2026, buying an estimated $6.12M and bringing the position to 140,100 shares worth $5.9M. The position accounts for 0.01% of the portfolio, ranked #791.

Adage Capital Partners first reported a position in CG in Q4 2024 and has held it in 3 quarters since. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Adage Capital Partners held 140,100 shares of Carlyle Group worth $5.9M as of Q2 2026.
  • Adage Capital Partners bought 130,199 Carlyle Group shares in Q2 2026, an estimated $6.12M.
  • Carlyle Group made up 0.01% of Adage Capital Partners's portfolio in Q2 2026, its #791 holding.
  • Adage Capital Partners first reported a position in Carlyle Group in Q4 2024 and has held it in 3 quarters since.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

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