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Moors & Cabot’s Carlyle Group CG Stock Holding History

Moors & Cabot’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
2017
Q1 		– Sell
-2,000
Closed -$1K – 528
2016
Q4 		$1K Buy
+2,000
New +$30.9K ﹤0.01% 537

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

Moors & Cabot's CG Position: Q1 2026 in Review

Moors & Cabot increased its Carlyle Group (CG) stake by 15% in Q1 2026, buying an estimated $78.6K and bringing the position to 10,879 shares worth $526K. The position accounts for 0.02% of the portfolio, ranked #541.

Moors & Cabot first reported a position in CG in Q4 2016 and has held it in 23 quarters since. The position peaked at $629K in Q3 2025. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Moors & Cabot held 10,879 shares of Carlyle Group worth $526K as of Q1 2026.
  • Moors & Cabot bought 1,425 Carlyle Group shares in Q1 2026, an estimated $78.6K.
  • Carlyle Group made up 0.02% of Moors & Cabot's portfolio in Q1 2026, its #541 holding.
  • Moors & Cabot first reported a position in Carlyle Group in Q4 2016 and has held it in 23 quarters since.
  • Moors & Cabot's Carlyle Group position peaked at $629K in Q3 2025.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.