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Moneta Group Investment Advisors’s Carlyle Group CG Stock Holding History

Moneta Group Investment 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 		$291K Buy
6,012
+156
+3% +$8.6K ﹤0.01% 637
2025
Q4 		$346K Sell
5,856
-1,259
-18% -$71.5K ﹤0.01% 598
2025
Q3 		$446K Sell
7,115
-74
-1% -$4.62K ﹤0.01% 526
2025
Q2 		$370K Sell
7,189
-800
-10% -$34.5K ﹤0.01% 510
2025
Q1 		$348K Sell
7,989
-1,839
-19% -$91.2K ﹤0.01% 500
2024
Q4 		$496K Buy
9,828
+1,751
+22% +$88.8K 0.01% 414
2024
Q3 		$348K Sell
8,077
-2,426
-23% -$102K 0.01% 487
2024
Q2 		$422K Buy
10,503
+4,483
+74% +$194K 0.01% 418
2024
Q1 		$282K Sell
6,020
-1,534
-20% -$66.3K ﹤0.01% 503
2023
Q4 		$307K Buy
+7,554
New +$249K 0.01% 438
2023
Q3 		– Sell
-9,291
Closed -$297K – 532
2023
Q2 		$297K Buy
9,291
+518
+6% +$15.1K 0.01% 429
2023
Q1 		$272K Buy
+8,773
New +$293K 0.01% 438

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

Moneta Group Investment Advisors's CG Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Carlyle Group (CG) stake by 2.7% in Q1 2026, buying an estimated $8.6K and bringing the position to 6,012 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #637.

Moneta Group Investment Advisors first reported a position in CG in Q1 2023 and has held it in 12 quarters since. The position peaked at $496K in Q4 2024. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Moneta Group Investment Advisors held 6,012 shares of Carlyle Group worth $291K as of Q1 2026.
  • Moneta Group Investment Advisors bought 156 Carlyle Group shares in Q1 2026, an estimated $8.6K.
  • Carlyle Group made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #637 holding.
  • Moneta Group Investment Advisors first reported a position in Carlyle Group in Q1 2023 and has held it in 12 quarters since.
  • Moneta Group Investment Advisors's Carlyle Group position peaked at $496K in Q4 2024.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.