AIP
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Ameritas Investment Partners’s Carlyle Group CG Stock Holding History

Ameritas Investment 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
Q1 		$2.31M Buy
47,805
+248
+0.5% +$13.7K 0.07% 298
2025
Q4 		$2.81M Sell
47,557
-1,261
-3% -$71.6K 0.09% 224
2025
Q3 		$3.06M Buy
48,818
+7,296
+18% +$456K 0.09% 206
2025
Q2 		$2.13M Hold
41,522
– – 0.07% 314
2025
Q1 		$1.81M Sell
41,522
-747
-2% -$37K 0.06% 367
2024
Q4 		$2.13M Sell
42,269
-868
-2% -$44K 0.07% 298
2024
Q3 		$1.86M Sell
43,137
-2,791
-6% -$117K 0.06% 363
2024
Q2 		$1.84M Sell
45,928
-1,809
-4% -$78.1K 0.06% 331
2024
Q1 		$2.24M Sell
47,737
-347
-0.7% -$15K 0.08% 293
2023
Q4 		$1.96M Buy
+48,084
New +$1.58M 0.07% 313
2022
Q4 		– Sell
-15,500
Closed -$400K – 3042
2022
Q3 		$400K Hold
15,500
– – 0.02% 809
2022
Q2 		$490K Hold
15,500
– – 0.02% 760
2022
Q1 		$758K Hold
15,500
– – 0.03% 702
2021
Q4 		$850K Hold
15,500
– – 0.03% 685
2021
Q3 		$732K Buy
+15,500
New +$743K 0.03% 699
2016
Q3 		– Sell
-1,650
Closed -$26K – 1232
2016
Q2 		$26K Hold
1,650
– – ﹤0.01% 1075
2016
Q1 		$27K Sell
1,650
-3,962
-71% -$58K ﹤0.01% 1066
2015
Q4 		$87K Sell
5,612
-139,598
-96% -$2.48M 0.01% 992
2015
Q3 		$2.44M Buy
145,210
+125
+0.1% +$2.94K 0.17% 127
2015
Q2 		$4.08M Buy
145,085
+15,335
+12% +$449K 0.27% 66
2015
Q1 		$3.52M Buy
129,750
+69,850
+117% +$1.86M 0.23% 81
2014
Q4 		$1.65M Buy
+59,900
New +$1.7M 0.11% 189

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

Ameritas Investment Partners's CG Position: Q1 2026 in Review

Ameritas Investment Partners increased its Carlyle Group (CG) stake by 0.52% in Q1 2026, buying an estimated $13.7K and bringing the position to 47,805 shares worth $2.31M. The position accounts for 0.07% of the portfolio, ranked #298.

Ameritas Investment Partners first reported a position in CG in Q4 2014 and has held it in 22 quarters since. The position peaked at $4.08M in Q2 2015. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Ameritas Investment Partners held 47,805 shares of Carlyle Group worth $2.31M as of Q1 2026.
  • Ameritas Investment Partners bought 248 Carlyle Group shares in Q1 2026, an estimated $13.7K.
  • Carlyle Group made up 0.07% of Ameritas Investment Partners's portfolio in Q1 2026, its #298 holding.
  • Ameritas Investment Partners first reported a position in Carlyle Group in Q4 2014 and has held it in 22 quarters since.
  • Ameritas Investment Partners's Carlyle Group position peaked at $4.08M in Q2 2015.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.