Lido Advisors’s Carlyle Group CG Stock Holding History

Lido 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	–	Sell	-3,335	Closed	-$209K	–	1977
2025 Q4	$209K	Buy	3,335 +83	+3%	+$4.72K	﹤0.01%	1750
2025 Q3	$204K	Buy	+3,252	New	+$203K	﹤0.01%	1671

Other funds holding CG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Lido Advisors's CG Position: Q1 2026 in Review

Lido Advisors sold out of Carlyle Group (CG) in Q1 2026, closing a stake of 3,335 shares — an estimated $209K sold.

Lido Advisors first reported a position in CG in Q3 2025 and held it in 2 quarters. The position peaked at $209K in Q4 2025. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

Lido Advisors reported no remaining Carlyle Group position as of Q1 2026 after selling out during the quarter.
Lido Advisors sold 3,335 Carlyle Group shares in Q1 2026, an estimated $209K.
Lido Advisors first reported a position in Carlyle Group in Q3 2025 and held it in 2 quarters.
Lido Advisors's Carlyle Group position peaked at $209K in Q4 2025.
600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.