Deseret Mutual Benefit Administrators’s Carlyle Group CG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$24.6K Hold
584
0.01% 487
2026
Q1
$28.3K Buy
584
+272
+87% +$15K 0.01% 481
2025
Q4
$18.4K Buy
312
+137
+78% +$7.78K 0.01% 475
2025
Q3
$11K Buy
+175
New +$10.9K ﹤0.01% 485

Other funds holding CG

Deseret Mutual Benefit Administrators's CG Position: Q2 2026 in Review

Deseret Mutual Benefit Administrators held its Carlyle Group (CG) position steady in Q2 2026 at 584 shares worth $24.6K. The position accounts for 0.01% of the portfolio, ranked #487.

Deseret Mutual Benefit Administrators first reported a position in CG in Q3 2025 and has held it in 4 quarters since. The position peaked at $28.3K in Q1 2026. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Deseret Mutual Benefit Administrators held 584 shares of Carlyle Group worth $24.6K as of Q2 2026.
  • Deseret Mutual Benefit Administrators left its Carlyle Group share count unchanged in Q2 2026.
  • Carlyle Group made up 0.01% of Deseret Mutual Benefit Administrators's portfolio in Q2 2026, its #487 holding.
  • Deseret Mutual Benefit Administrators first reported a position in Carlyle Group in Q3 2025 and has held it in 4 quarters since.
  • Deseret Mutual Benefit Administrators's Carlyle Group position peaked at $28.3K in Q1 2026.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Deseret Mutual Benefit Administrators's 13F filing for Q2 2026, filed 14 Aug 2026.