Capstone Investment Advisors
CG icon

Capstone Investment Advisors’s Carlyle Group CG Stock Holding History

Capstone Investment Advisors’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 		$539K Buy
+11,143
New +$614K ﹤0.01% 1108
2024
Q3 		– Sell
-9,257
Closed -$372K – 1943
2024
Q2 		$372K Buy
+9,257
New +$400K ﹤0.01% 1462
2022
Q2 		– Sell
-4,495
Closed -$220K – 1858
2022
Q1 		$220K Buy
+4,495
New +$215K ﹤0.01% 1648

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Capstone Investment Advisors's CG Position: Q1 2026 in Review

Capstone Investment Advisors opened a new position in Carlyle Group (CG) in Q1 2026: 11,143 shares worth $539K. The stake represents ﹤0.01% of the portfolio and ranks #1108 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in CG as recently as Q2 2024.

Capstone Investment Advisors first reported a position in CG in Q1 2022 and has held it in 3 quarters since. 603 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Capstone Investment Advisors held 11,143 shares of Carlyle Group worth $539K as of Q1 2026.
  • Carlyle Group was a new Capstone Investment Advisors position in Q1 2026.
  • Carlyle Group made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1108 holding.
  • Capstone Investment Advisors first reported a position in Carlyle Group in Q1 2022 and has held it in 3 quarters since.
  • 603 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.