MCM
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MAI Capital Management’s Carlyle Group CG Stock Holding History

MAI Capital Management’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 		$39K Buy
805
+393
+95% +$21.7K ﹤0.01% 2397
2025
Q4 		$24.4K Buy
412
+139
+51% +$7.9K ﹤0.01% 2410
2025
Q3 		$17.1K Buy
273
+24
+10% +$1.5K ﹤0.01% 2484
2025
Q2 		$12.8K Sell
249
-598
-71% -$25.8K ﹤0.01% 2595
2025
Q1 		$36.9K Buy
847
+1
+0.1% +$50 ﹤0.01% 1902
2024
Q4 		$42.7K Buy
+846
New +$42.9K ﹤0.01% 1858

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

MAI Capital Management's CG Position: Q1 2026 in Review

MAI Capital Management increased its Carlyle Group (CG) stake by 95% in Q1 2026, buying an estimated $21.7K and bringing the position to 805 shares worth $39K. The position accounts for ﹤0.01% of the portfolio, ranked #2397.

MAI Capital Management first reported a position in CG in Q4 2024 and has held it in 6 quarters since. The position peaked at $42.7K in Q4 2024. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • MAI Capital Management held 805 shares of Carlyle Group worth $39K as of Q1 2026.
  • MAI Capital Management bought 393 Carlyle Group shares in Q1 2026, an estimated $21.7K.
  • Carlyle Group made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #2397 holding.
  • MAI Capital Management first reported a position in Carlyle Group in Q4 2024 and has held it in 6 quarters since.
  • MAI Capital Management's Carlyle Group position peaked at $42.7K in Q4 2024.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.