CSA
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Cornerstone Select Advisors’s Carlyle Group CG Stock Holding History

Cornerstone Select 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 		$214K Hold
4,415
– – 0.13% 114
2025
Q4 		$261K Hold
4,415
– – 0.18% 91
2025
Q3 		$277K Hold
4,415
– – 0.2% 92
2025
Q2 		$227K Buy
+4,415
New +$190K 0.2% 96
2025
Q1 		– Sell
-4,415
Closed -$223K – 114
2024
Q4 		$223K Buy
+4,415
New +$224K 0.21% 102

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

Cornerstone Select Advisors's CG Position: Q1 2026 in Review

Cornerstone Select Advisors held its Carlyle Group (CG) position steady in Q1 2026 at 4,415 shares worth $214K. The position accounts for 0.13% of the portfolio, ranked #114.

Cornerstone Select Advisors first reported a position in CG in Q4 2024 and has held it in 5 quarters since. The position peaked at $277K in Q3 2025. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Cornerstone Select Advisors held 4,415 shares of Carlyle Group worth $214K as of Q1 2026.
  • Cornerstone Select Advisors left its Carlyle Group share count unchanged in Q1 2026.
  • Carlyle Group made up 0.13% of Cornerstone Select Advisors's portfolio in Q1 2026, its #114 holding.
  • Cornerstone Select Advisors first reported a position in Carlyle Group in Q4 2024 and has held it in 5 quarters since.
  • Cornerstone Select Advisors's Carlyle Group position peaked at $277K in Q3 2025.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Cornerstone Select Advisors's 13F filing for Q1 2026, filed 13 May 2026.