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Comprehensive Money Management Services’s Carlyle Group CG Stock Holding History

Comprehensive Money Management Services’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 		$292K Buy
6,025
+2,265
+60% +$125K 0.19% 159
2025
Q4 		$222K Buy
+3,760
New +$214K 0.15% 178

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Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
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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 $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 $30.3B AUM 33.75% 1-Year Est. Return

Comprehensive Money Management Services's CG Position: Q1 2026 in Review

Comprehensive Money Management Services increased its Carlyle Group (CG) stake by 60% in Q1 2026, buying an estimated $125K and bringing the position to 6,025 shares worth $292K. The position accounts for 0.19% of the portfolio, ranked #159.

Comprehensive Money Management Services first reported a position in CG in Q4 2025 and has held it in 2 quarters since. 602 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Comprehensive Money Management Services held 6,025 shares of Carlyle Group worth $292K as of Q1 2026.
  • Comprehensive Money Management Services bought 2,265 Carlyle Group shares in Q1 2026, an estimated $125K.
  • Carlyle Group made up 0.19% of Comprehensive Money Management Services's portfolio in Q1 2026, its #159 holding.
  • Comprehensive Money Management Services first reported a position in Carlyle Group in Q4 2025 and has held it in 2 quarters since.
  • 602 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Comprehensive Money Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.