HIA
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HFM Investment Advisors’s Carlyle Group CG Stock Holding History

HFM Investment 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 		$629 Sell
13
-2
-13% -$110 ﹤0.01% 580
2025
Q4 		$887 Sell
15
-4
-21% -$227 ﹤0.01% 496
2025
Q3 		$1.19K Buy
19
+5
+36% +$312 ﹤0.01% 303
2025
Q2 		$720 Buy
14
+6
+75% +$258 ﹤0.01% 505
2025
Q1 		$349 Buy
+8
New +$397 ﹤0.01% 412

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

HFM Investment Advisors's CG Position: Q1 2026 in Review

HFM Investment Advisors reduced its Carlyle Group (CG) stake by 13% in Q1 2026, selling an estimated $110 and leaving 13 shares worth $629. The position accounts for ﹤0.01% of the portfolio, ranked #580.

HFM Investment Advisors first reported a position in CG in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.19K in Q3 2025. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • HFM Investment Advisors held 13 shares of Carlyle Group worth $629 as of Q1 2026.
  • HFM Investment Advisors sold 2 Carlyle Group shares in Q1 2026, an estimated $110.
  • Carlyle Group made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #580 holding.
  • HFM Investment Advisors first reported a position in Carlyle Group in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's Carlyle Group position peaked at $1.19K in Q3 2025.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.