HAG
CG icon

HighPoint Advisor Group’s Carlyle Group CG Stock Holding History

HighPoint Advisor Group’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 		– Sell
-5,497
Closed -$325K – 718
2025
Q4 		$325K Sell
5,497
-454
-8% -$25.8K 0.01% 814
2025
Q3 		$373K Buy
+5,951
New +$372K 0.02% 466

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

HighPoint Advisor Group's CG Position: Q1 2026 in Review

HighPoint Advisor Group sold out of Carlyle Group (CG) in Q1 2026, closing a stake of 5,497 shares — an estimated $325K sold.

HighPoint Advisor Group first reported a position in CG in Q3 2025 and held it in 2 quarters. The position peaked at $373K in Q3 2025. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • HighPoint Advisor Group reported no remaining Carlyle Group position as of Q1 2026 after selling out during the quarter.
  • HighPoint Advisor Group sold 5,497 Carlyle Group shares in Q1 2026, an estimated $325K.
  • HighPoint Advisor Group first reported a position in Carlyle Group in Q3 2025 and held it in 2 quarters.
  • HighPoint Advisor Group's Carlyle Group position peaked at $373K in Q3 2025.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.