Parallel Advisors’s Carlyle Group CG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $61.8K | Buy |
1,468
+21
| +1% | +$986 | ﹤0.01% | 2001 |
|
|
2026
Q1 | $70K | Buy |
1,447
+44
| +3% | +$2.43K | ﹤0.01% | 1798 |
|
|
2025
Q4 | $82.9K | Buy |
1,403
+1,010
| +257% | +$57.4K | ﹤0.01% | 1572 |
|
|
2025
Q3 | $24.6K | Hold |
393
| – | – | ﹤0.01% | 2150 |
|
|
2025
Q2 | $20.2K | Buy |
393
+7
| +2% | +$302 | ﹤0.01% | 2193 |
|
|
2025
Q1 | $16.8K | Sell |
386
-5
| -1% | -$248 | ﹤0.01% | 2224 |
|
|
2024
Q4 | $19.7K | Buy |
391
+136
| +53% | +$6.89K | ﹤0.01% | 2154 |
|
|
2024
Q3 | $11K | Hold |
255
| – | – | ﹤0.01% | 2364 |
|
|
2024
Q2 | $10.2K | Hold |
255
| – | – | ﹤0.01% | 2306 |
|
|
2024
Q1 | $12K | Hold |
255
| – | – | ﹤0.01% | 2229 |
|
|
2023
Q4 | $10.4K | Hold |
255
| – | – | ﹤0.01% | 2275 |
|
|
2023
Q3 | $7.69K | Hold |
255
| – | – | ﹤0.01% | 2321 |
|
|
2023
Q2 | $8.15K | Sell |
255
-2
| -0.8% | -$58 | ﹤0.01% | 2252 |
|
|
2023
Q1 | $7.98K | Sell |
257
-3
| -1% | -$100 | ﹤0.01% | 2227 |
|
|
2022
Q4 | $7.76K | Buy |
260
+5
| +2% | +$143 | ﹤0.01% | 2136 |
|
|
2022
Q3 | $7K | Sell |
255
-52
| -17% | -$1.71K | ﹤0.01% | 2133 |
|
|
2022
Q2 | $10K | Buy |
307
+85
| +38% | +$3.26K | ﹤0.01% | 1966 |
|
|
2022
Q1 | $10K | Buy |
222
+17
| +8% | +$814 | ﹤0.01% | 2011 |
|
|
2021
Q4 | $11K | Buy |
205
+19
| +10% | +$1.03K | ﹤0.01% | 2058 |
|
|
2021
Q3 | $9K | Buy |
186
+3
| +2% | +$144 | ﹤0.01% | 2115 |
|
|
2021
Q2 | $9K | Buy |
183
+5
| +3% | +$213 | ﹤0.01% | 2035 |
|
|
2021
Q1 | $7K | Hold |
178
| – | – | ﹤0.01% | 2053 |
|
|
2020
Q4 | $6K | Buy |
178
+97
| +120% | +$2.73K | ﹤0.01% | 1962 |
|
|
2020
Q3 | $2K | Sell |
81
-3
| -4% | -$81 | ﹤0.01% | 2279 |
|
|
2020
Q2 | $2K | Buy |
84
+4
| +5% | +$103 | ﹤0.01% | 2169 |
|
|
2020
Q1 | $1K | Buy |
+80
| New | +$2.31K | ﹤0.01% | 2241 |
|
|
2019
Q2 | – | Sell |
-640
| Closed | -$12K | – | 2329 |
|
|
2019
Q1 | $12K | Buy |
640
+16
| +3% | +$290 | ﹤0.01% | 1438 |
|
|
2018
Q4 | $9K | Buy |
624
+13
| +2% | +$247 | ﹤0.01% | 1363 |
|
|
2018
Q3 | $14K | Buy |
611
+6
| +1% | +$141 | ﹤0.01% | 1291 |
|
|
2018
Q2 | $12K | Buy |
605
+574
| +1,852% | +$12.4K | ﹤0.01% | 1251 |
|
|
2018
Q1 | $1K | Buy |
+31
| New | +$729 | ﹤0.01% | 1958 |
|
Other funds holding CG
Parallel Advisors's CG Position: Q2 2026 in Review
Parallel Advisors increased its Carlyle Group (CG) stake by 1.5% in Q2 2026, buying an estimated $986 and bringing the position to 1,468 shares worth $61.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2001.
Parallel Advisors first reported a position in CG in Q1 2018 and has held it in 31 quarters since. The position peaked at $82.9K in Q4 2025. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.
- Parallel Advisors held 1,468 shares of Carlyle Group worth $61.8K as of Q2 2026.
- Parallel Advisors bought 21 Carlyle Group shares in Q2 2026, an estimated $986.
- Carlyle Group made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #2001 holding.
- Parallel Advisors first reported a position in Carlyle Group in Q1 2018 and has held it in 31 quarters since.
- Parallel Advisors's Carlyle Group position peaked at $82.9K in Q4 2025.
- 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.
Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.