EH
CG icon

Equitable Holdings’s Carlyle Group CG Stock Holding History

Equitable Holdings’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
Q2 		– Sell
-3,399
Closed -$201K – 1807
2026
Q1 		$201K Sell
3,399
-66
-2% -$3.64K ﹤0.01% 1604
2025
Q4 		$205K Sell
3,465
-2,364
-41% -$134K ﹤0.01% 1493
2025
Q3 		$365K Buy
+5,829
New +$364K ﹤0.01% 1186
2022
Q4 		– Sell
-25,274
Closed -$653K – 906
2022
Q3 		$653K Buy
25,274
+1,702
+7% +$56K 0.01% 500
2022
Q2 		$746K Buy
23,572
+7,152
+44% +$274K 0.01% 471
2022
Q1 		$803K Buy
16,420
+1,300
+9% +$62.2K 0.01% 462
2021
Q4 		$830K Hold
15,120
– – 0.01% 439
2021
Q3 		$715K Sell
15,120
-3,940
-21% -$189K 0.01% 472
2021
Q2 		$886K Buy
19,060
+300
+2% +$12.8K 0.02% 401
2021
Q1 		$690K Sell
18,760
-4,275
-19% -$150K 0.01% 435
2020
Q4 		$724K Buy
23,035
+4,225
+22% +$119K 0.02% 378
2020
Q3 		$464K Buy
18,810
+600
+3% +$16.2K 0.01% 438
2020
Q2 		$508K Buy
18,210
+475
+3% +$12.2K 0.01% 401
2020
Q1 		$384K Buy
+17,735
New +$512K 0.01% 410

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
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
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Equitable Holdings's CG Position: Q2 2026 in Review

Equitable Holdings sold out of Carlyle Group (CG) in Q2 2026, closing a stake of 3,399 shares — an estimated $201K sold.

Equitable Holdings first reported a position in CG in Q1 2020 and held it in 14 quarters. The position peaked at $886K in Q2 2021. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Equitable Holdings reported no remaining Carlyle Group position as of Q2 2026 after selling out during the quarter.
  • Equitable Holdings sold 3,399 Carlyle Group shares in Q2 2026, an estimated $201K.
  • Equitable Holdings first reported a position in Carlyle Group in Q1 2020 and held it in 14 quarters.
  • Equitable Holdings's Carlyle Group position peaked at $886K in Q2 2021.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.