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ALL OPTIONS USA, LLC’s Carlyle Group CG Stock Holding History

ALL OPTIONS USA, LLC’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
Q3 		$1.19M Sell
29,886
-17,730
-37% -$804K 0.18% 142
2026
Q2 		$2.01M Buy
47,616
+45,630
+2,298% +$2.14M 0.38% 49
2026
Q1 		$96.1K Sell
1,986
-5,277
-73% -$291K 0.02% 517
2025
Q4 		$429K Buy
+7,263
New +$413K 0.12% 225

Other funds holding CG

Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Algebris (UK)
Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

ALL OPTIONS USA, LLC's CG Position: Q3 2026 in Review

ALL OPTIONS USA, LLC reduced its Carlyle Group (CG) stake by 37% in Q3 2026, selling an estimated $804K and leaving 29,886 shares worth $1.19M. The position accounts for 0.18% of the portfolio, ranked #142.

ALL OPTIONS USA, LLC first reported a position in CG in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.01M in Q2 2026. 399 funds tracked by Wall St. Rank hold CG as of Q3 2026.

  • ALL OPTIONS USA, LLC held 29,886 shares of Carlyle Group worth $1.19M as of Q3 2026.
  • ALL OPTIONS USA, LLC sold 17,730 Carlyle Group shares in Q3 2026, an estimated $804K.
  • Carlyle Group made up 0.18% of ALL OPTIONS USA, LLC's portfolio in Q3 2026, its #142 holding.
  • ALL OPTIONS USA, LLC first reported a position in Carlyle Group in Q4 2025 and has held it in 4 quarters since.
  • ALL OPTIONS USA, LLC's Carlyle Group position peaked at $2.01M in Q2 2026.
  • 399 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2026.

Based on ALL OPTIONS USA, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.