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Mount Yale Investment Advisors’s Carlyle Group CG Stock Holding History

Mount Yale 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 		$201K Buy
+4,161
New +$229K ﹤0.01% 1060
2025
Q3 		– Sell
-65
Closed -$3.34K – 827
2025
Q2 		$3.34K Buy
+65
New +$2.8K ﹤0.01% 1275

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 $315B AUM 27.84% 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

Mount Yale Investment Advisors's CG Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Carlyle Group (CG) in Q1 2026: 4,161 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #1060 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in CG as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in CG in Q2 2025 and has held it in 2 quarters since. 602 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Mount Yale Investment Advisors held 4,161 shares of Carlyle Group worth $201K as of Q1 2026.
  • Carlyle Group was a new Mount Yale Investment Advisors position in Q1 2026.
  • Carlyle Group made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #1060 holding.
  • Mount Yale Investment Advisors first reported a position in Carlyle Group in Q2 2025 and has held it in 2 quarters since.
  • 602 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.