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Orion Portfolio Solutions’s Carlyle Group CG Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$509K Buy
11,678
+3,262
+39% +$162K 0.01% 1416
2024
Q4 		$425K Buy
+8,416
New +$427K ﹤0.01% 1409

Other funds holding CG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Orion Portfolio Solutions's CG Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Carlyle Group (CG) stake by 39% in Q1 2025, buying an estimated $162K and bringing the position to 11,678 shares worth $509K. The position accounts for 0.01% of the portfolio, ranked #1416.

Orion Portfolio Solutions first reported a position in CG in Q4 2024 and has held it in 2 quarters since. 526 funds tracked by Wall St. Rank hold CG as of Q1 2025.

  • Orion Portfolio Solutions held 11,678 shares of Carlyle Group worth $509K as of Q1 2025.
  • Orion Portfolio Solutions bought 3,262 Carlyle Group shares in Q1 2025, an estimated $162K.
  • Carlyle Group made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1416 holding.
  • Orion Portfolio Solutions first reported a position in Carlyle Group in Q4 2024 and has held it in 2 quarters since.
  • 526 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.