EH
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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
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 $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

Equitable Holdings's CG Position: Q1 2026 in Review

Equitable Holdings reduced its Carlyle Group (CG) stake by 1.9% in Q1 2026, selling an estimated $3.64K and leaving 3,399 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #1604.

Equitable Holdings first reported a position in CG in Q1 2020 and has held it in 14 quarters since. The position peaked at $886K in Q2 2021. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Equitable Holdings held 3,399 shares of Carlyle Group worth $201K as of Q1 2026.
  • Equitable Holdings sold 66 Carlyle Group shares in Q1 2026, an estimated $3.64K.
  • Carlyle Group made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1604 holding.
  • Equitable Holdings first reported a position in Carlyle Group in Q1 2020 and has held it in 14 quarters since.
  • Equitable Holdings's Carlyle Group position peaked at $886K in Q2 2021.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.