PCA
CG icon

Pallas Capital Advisors’s Carlyle Group CG Stock Holding History

Pallas Capital 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
Q2 		$243K Sell
5,763
-366
-6% -$17.2K 0.01% 827
2026
Q1 		$297K Buy
6,129
+86
+1% +$4.74K 0.01% 644
2025
Q4 		$357K Buy
6,043
+21
+0.3% +$1.19K 0.01% 629
2025
Q3 		$378K Buy
6,022
+22
+0.4% +$1.37K 0.01% 606
2025
Q2 		$308K Buy
+6,000
New +$258K 0.01% 639

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Pallas Capital Advisors's CG Position: Q2 2026 in Review

Pallas Capital Advisors reduced its Carlyle Group (CG) stake by 6% in Q2 2026, selling an estimated $17.2K and leaving 5,763 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #827.

Pallas Capital Advisors first reported a position in CG in Q2 2025 and has held it in 5 quarters since. The position peaked at $378K in Q3 2025. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Pallas Capital Advisors held 5,763 shares of Carlyle Group worth $243K as of Q2 2026.
  • Pallas Capital Advisors sold 366 Carlyle Group shares in Q2 2026, an estimated $17.2K.
  • Carlyle Group made up 0.01% of Pallas Capital Advisors's portfolio in Q2 2026, its #827 holding.
  • Pallas Capital Advisors first reported a position in Carlyle Group in Q2 2025 and has held it in 5 quarters since.
  • Pallas Capital Advisors's Carlyle Group position peaked at $378K in Q3 2025.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.