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MJP Associates’s Carlyle Group CG Stock Holding History

MJP Associates’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
-5,343
Closed -$316K – 241
2025
Q4 		$316K Sell
5,343
-471
-8% -$26.8K 0.04% 187
2025
Q3 		$365K Sell
5,814
-50
-0.9% -$3.12K 0.05% 168
2025
Q2 		$301K Buy
5,864
+574
+11% +$24.7K 0.04% 177
2025
Q1 		$231K Buy
5,290
+917
+21% +$45.5K 0.04% 191
2024
Q4 		$221K Buy
+4,373
New +$222K 0.04% 213

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BlackRock
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Capital World Investors
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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

MJP Associates's CG Position: Q1 2026 in Review

MJP Associates sold out of Carlyle Group (CG) in Q1 2026, closing a stake of 5,343 shares — an estimated $316K sold.

MJP Associates first reported a position in CG in Q4 2024 and held it in 5 quarters. The position peaked at $365K in Q3 2025. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • MJP Associates reported no remaining Carlyle Group position as of Q1 2026 after selling out during the quarter.
  • MJP Associates sold 5,343 Carlyle Group shares in Q1 2026, an estimated $316K.
  • MJP Associates first reported a position in Carlyle Group in Q4 2024 and held it in 5 quarters.
  • MJP Associates's Carlyle Group position peaked at $365K in Q3 2025.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on MJP Associates's 13F filing for Q1 2026, filed 5 May 2026.