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Mirador Capital Partners’s Carlyle Group CG Stock Holding History

Mirador Capital Partners’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
-4,059
Closed -$240K – 207
2025
Q4 		$240K Sell
4,059
-64
-2% -$3.64K 0.03% 189
2025
Q3 		$258K Sell
4,123
-120
-3% -$7.5K 0.04% 189
2025
Q2 		$218K Buy
+4,243
New +$183K 0.04% 191
2025
Q1 		– Sell
-4,648
Closed -$235K – 200
2024
Q4 		$235K Buy
+4,648
New +$236K 0.04% 176
2024
Q2 		– Sell
-4,666
Closed -$219K – 195
2024
Q1 		$219K Buy
+4,666
New +$202K 0.04% 180
2023
Q3 		– Sell
-9,084
Closed -$290K – 188
2023
Q2 		$290K Sell
9,084
-286
-3% -$8.36K 0.07% 160
2023
Q1 		$291K Sell
9,370
-541
-5% -$18.1K 0.07% 151
2022
Q4 		$296K Sell
9,911
-2,217
-18% -$63.3K 0.07% 151
2022
Q3 		$313K Sell
12,128
-499
-4% -$16.4K 0.08% 152
2022
Q2 		$400K Buy
12,627
+307
+2% +$11.8K 0.09% 134
2022
Q1 		$603K Buy
12,320
+368
+3% +$17.6K 0.12% 124
2021
Q4 		$656K Buy
11,952
+1,596
+15% +$86.9K 0.14% 120
2021
Q3 		$490K Buy
10,356
+358
+4% +$17.2K 0.11% 135
2021
Q2 		$465K Buy
+9,998
New +$425K 0.11% 144

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Mirador Capital Partners's CG Position: Q1 2026 in Review

Mirador Capital Partners sold out of Carlyle Group (CG) in Q1 2026, closing a stake of 4,059 shares — an estimated $240K sold.

Mirador Capital Partners first reported a position in CG in Q2 2021 and held it in 14 quarters. The position peaked at $656K in Q4 2021. 605 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Mirador Capital Partners reported no remaining Carlyle Group position as of Q1 2026 after selling out during the quarter.
  • Mirador Capital Partners sold 4,059 Carlyle Group shares in Q1 2026, an estimated $240K.
  • Mirador Capital Partners first reported a position in Carlyle Group in Q2 2021 and held it in 14 quarters.
  • Mirador Capital Partners's Carlyle Group position peaked at $656K in Q4 2021.
  • 605 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Mirador Capital Partners's 13F filing for Q1 2026, filed 8 Apr 2026.