CFO
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Callan Family Office’s Carlyle Group CG Stock Holding History

Callan Family Office’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
-3,712
Closed -$219K – 1141
2025
Q4 		$219K Buy
3,712
+108
+3% +$6.14K ﹤0.01% 1029
2025
Q3 		$226K Buy
+3,604
New +$225K 0.01% 792

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

Callan Family Office's CG Position: Q1 2026 in Review

Callan Family Office sold out of Carlyle Group (CG) in Q1 2026, closing a stake of 3,712 shares — an estimated $219K sold.

Callan Family Office first reported a position in CG in Q3 2025 and held it in 2 quarters. The position peaked at $226K in Q3 2025. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Callan Family Office reported no remaining Carlyle Group position as of Q1 2026 after selling out during the quarter.
  • Callan Family Office sold 3,712 Carlyle Group shares in Q1 2026, an estimated $219K.
  • Callan Family Office first reported a position in Carlyle Group in Q3 2025 and held it in 2 quarters.
  • Callan Family Office's Carlyle Group position peaked at $226K in Q3 2025.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.