HighTower Advisors’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
Q1 | $3.23M | Sell |
66,765
-19,278
| -22% | -$1.06M | ﹤0.01% | 1432 |
|
|
2025
Q4 | $5.09M | Buy |
86,043
+4,588
| +6% | +$261K | 0.01% | 1155 |
|
|
2025
Q3 | $5.11M | Buy |
81,455
+29,249
| +56% | +$1.83M | 0.01% | 1124 |
|
|
2025
Q2 | $2.68M | Sell |
52,206
-4,767
| -8% | -$205K | ﹤0.01% | 1407 |
|
|
2025
Q1 | $2.48M | Buy |
56,973
+14,058
| +33% | +$697K | ﹤0.01% | 1413 |
|
|
2024
Q4 | $2.17M | Buy |
42,915
+3,494
| +9% | +$177K | ﹤0.01% | 1467 |
|
|
2024
Q3 | $1.7M | Buy |
39,421
+415
| +1% | +$17.4K | ﹤0.01% | 1617 |
|
|
2024
Q2 | $1.56M | Buy |
39,006
+1,152
| +3% | +$49.7K | ﹤0.01% | 1585 |
|
|
2024
Q1 | $1.77M | Sell |
37,854
-279
| -0.7% | -$12.1K | ﹤0.01% | 1497 |
|
|
2023
Q4 | $1.55M | Buy |
38,133
+756
| +2% | +$24.9K | ﹤0.01% | 1587 |
|
|
2023
Q3 | $1.12M | Buy |
37,377
+4,534
| +14% | +$146K | ﹤0.01% | 1696 |
|
|
2023
Q2 | $1.04M | Buy |
32,843
+2,769
| +9% | +$80.9K | ﹤0.01% | 1726 |
|
|
2023
Q1 | $935K | Buy |
30,074
+1,925
| +7% | +$64.2K | ﹤0.01% | 1702 |
|
|
2022
Q4 | $843K | Buy |
28,149
+3,051
| +12% | +$87.1K | ﹤0.01% | 1775 |
|
|
2022
Q3 | $648K | Sell |
25,098
-1,044
| -4% | -$34.4K | ﹤0.01% | 1859 |
|
|
2022
Q2 | $829K | Buy |
26,142
+3,297
| +14% | +$126K | ﹤0.01% | 1747 |
|
|
2022
Q1 | $1.12M | Sell |
22,845
-82
| -0.4% | -$3.92K | ﹤0.01% | 1693 |
|
|
2021
Q4 | $1.26M | Buy |
22,927
+2,936
| +15% | +$160K | ﹤0.01% | 1636 |
|
|
2021
Q3 | $948K | Buy |
19,991
+676
| +3% | +$32.4K | ﹤0.01% | 1686 |
|
|
2021
Q2 | $899K | Buy |
19,315
+770
| +4% | +$32.8K | ﹤0.01% | 1696 |
|
|
2021
Q1 | $680K | Buy |
18,545
+21
| +0.1% | +$736 | ﹤0.01% | 1784 |
|
|
2020
Q4 | $583K | Sell |
18,524
-5,034
| -21% | -$142K | ﹤0.01% | 1565 |
|
|
2020
Q3 | $580K | Buy |
23,558
+2,062
| +10% | +$55.6K | ﹤0.01% | 1503 |
|
|
2020
Q2 | $599K | Sell |
21,496
-6,640
| -24% | -$170K | ﹤0.01% | 1371 |
|
|
2020
Q1 | $610K | Buy |
+28,136
| New | +$811K | ﹤0.01% | 1245 |
|
|
2019
Q4 | – | Sell |
-24,234
| Closed | -$620K | – | 2400 |
|
|
2019
Q3 | $620K | Sell |
24,234
-28,882
| -54% | -$691K | ﹤0.01% | 1409 |
|
|
2019
Q2 | $1.2M | Buy |
53,116
+15,899
| +43% | +$327K | 0.01% | 1107 |
|
|
2019
Q1 | $680K | Buy |
37,217
+7,830
| +27% | +$142K | ﹤0.01% | 1301 |
|
|
2018
Q4 | $464K | Sell |
29,387
-39,879
| -58% | -$757K | ﹤0.01% | 1389 |
|
|
2018
Q3 | $1.57M | Buy |
69,266
+38,664
| +126% | +$909K | 0.01% | 924 |
|
|
2018
Q2 | $653K | Buy |
30,602
+1,721
| +6% | +$37K | 0.01% | 1322 |
|
|
2018
Q1 | $616K | Buy |
28,881
+2,960
| +11% | +$69.6K | 0.01% | 1318 |
|
|
2017
Q4 | $593K | Buy |
25,921
+1,068
| +4% | +$23.9K | ﹤0.01% | 1359 |
|
|
2017
Q3 | $588K | Buy |
24,853
+1,422
| +6% | +$30.3K | 0.01% | 1354 |
|
|
2017
Q2 | $464K | Sell |
23,431
-1,220
| -5% | -$21.5K | ﹤0.01% | 1397 |
|
|
2017
Q1 | $394K | Buy |
24,651
+11,201
| +83% | +$184K | ﹤0.01% | 1432 |
|
|
2016
Q4 | $206K | Buy |
13,450
+735
| +6% | +$11.4K | ﹤0.01% | 1664 |
|
|
2016
Q3 | $198K | Buy |
12,715
+2,410
| +23% | +$38.9K | ﹤0.01% | 1653 |
|
|
2016
Q2 | $168K | Buy |
+10,305
| New | +$169K | ﹤0.01% | 1531 |
|
|
2014
Q2 | – | Sell |
-15,391
| Closed | -$541K | – | 1608 |
|
|
2014
Q1 | $541K | Buy |
+15,391
| New | +$540K | 0.01% | 958 |
|
Other funds holding CG
VPM
VCM
HighTower Advisors's CG Position: Q1 2026 in Review
HighTower Advisors reduced its Carlyle Group (CG) stake by 22% in Q1 2026, selling an estimated $1.06M and leaving 66,765 shares worth $3.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1432.
HighTower Advisors first reported a position in CG in Q1 2014 and has held it in 40 quarters since. The position peaked at $5.11M in Q3 2025. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.
- HighTower Advisors held 66,765 shares of Carlyle Group worth $3.23M as of Q1 2026.
- HighTower Advisors sold 19,278 Carlyle Group shares in Q1 2026, an estimated $1.06M.
- Carlyle Group made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #1432 holding.
- HighTower Advisors first reported a position in Carlyle Group in Q1 2014 and has held it in 40 quarters since.
- HighTower Advisors's Carlyle Group position peaked at $5.11M in Q3 2025.
- 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.
Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.