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MassMutual Private Wealth & Trust’s Carlyle Group CG Stock Holding History

MassMutual Private Wealth & Trust’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
Q2 		$40.5K Buy
962
+258
+37% +$12.1K ﹤0.01% 857
2026
Q1 		$34.1K Buy
704
+84
+14% +$4.63K ﹤0.01% 898
2025
Q4 		$36.6K Buy
620
+39
+7% +$2.22K ﹤0.01% 906
2025
Q3 		$36.4K Sell
581
-1
-0.2% -$62 ﹤0.01% 900
2025
Q2 		$29.9K Buy
582
+96
+20% +$4.13K ﹤0.01% 946
2025
Q1 		$21.2K Buy
486
+240
+98% +$11.9K ﹤0.01% 1007
2024
Q4 		$12.4K Buy
246
+119
+94% +$6.03K ﹤0.01% 1175
2024
Q3 		$5.47K Buy
127
+20
+19% +$839 ﹤0.01% 1347
2024
Q2 		$4.3K Hold
107
– – ﹤0.01% 1369
2024
Q1 		$5.02K Buy
107
+68
+174% +$2.94K ﹤0.01% 1277
2023
Q4 		$1.59K Sell
39
-570
-94% -$18.8K ﹤0.01% 1579
2023
Q3 		$18.4K Buy
609
+580
+2,000% +$18.7K ﹤0.01% 827
2023
Q2 		$927 Sell
29
-37
-56% -$1.08K ﹤0.01% 1675
2023
Q1 		$2.05K Hold
66
– – ﹤0.01% 1412
2022
Q4 		$2K Sell
66
-16
-20% -$457 ﹤0.01% 1229
2022
Q3 		$2K Buy
+82
New +$2.7K ﹤0.01% 1188

Other funds holding CG

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

MassMutual Private Wealth & Trust's CG Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Carlyle Group (CG) stake by 37% in Q2 2026, buying an estimated $12.1K and bringing the position to 962 shares worth $40.5K. The position accounts for ﹤0.01% of the portfolio, ranked #857.

MassMutual Private Wealth & Trust first reported a position in CG in Q3 2022 and has held it in 16 quarters since. 230 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • MassMutual Private Wealth & Trust held 962 shares of Carlyle Group worth $40.5K as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 258 Carlyle Group shares in Q2 2026, an estimated $12.1K.
  • Carlyle Group made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #857 holding.
  • MassMutual Private Wealth & Trust first reported a position in Carlyle Group in Q3 2022 and has held it in 16 quarters since.
  • 230 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.