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Advisor OS’s Carlyle Group CG Stock Holding History

Advisor OS’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 		– Sell
-5,504
Closed -$325K – 585
2025
Q4 		$325K Sell
5,504
-468
-8% -$26.6K 0.03% 365
2025
Q3 		$374K Sell
5,972
-580
-9% -$36.2K 0.03% 326
2025
Q2 		$337K Hold
6,552
– – 0.03% 330
2025
Q1 		$286K Buy
6,552
+1,033
+19% +$51.2K 0.03% 338
2024
Q4 		$279K Buy
+5,519
New +$280K 0.03% 340

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

Advisor OS's CG Position: Q1 2026 in Review

Advisor OS sold out of Carlyle Group (CG) in Q1 2026, closing a stake of 5,504 shares — an estimated $325K sold.

Advisor OS first reported a position in CG in Q4 2024 and held it in 5 quarters. The position peaked at $374K in Q3 2025. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Advisor OS reported no remaining Carlyle Group position as of Q1 2026 after selling out during the quarter.
  • Advisor OS sold 5,504 Carlyle Group shares in Q1 2026, an estimated $325K.
  • Advisor OS first reported a position in Carlyle Group in Q4 2024 and held it in 5 quarters.
  • Advisor OS's Carlyle Group position peaked at $374K in Q3 2025.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.