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Parallel Advisors’s Carlyle Group CG Stock Holding History

Parallel 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 		$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

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

Parallel Advisors's CG Position: Q1 2026 in Review

Parallel Advisors increased its Carlyle Group (CG) stake by 3.1% in Q1 2026, buying an estimated $2.43K and bringing the position to 1,447 shares worth $70K. The position accounts for ﹤0.01% of the portfolio, ranked #1798.

Parallel Advisors first reported a position in CG in Q1 2018 and has held it in 30 quarters since. The position peaked at $82.9K in Q4 2025. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Parallel Advisors held 1,447 shares of Carlyle Group worth $70K as of Q1 2026.
  • Parallel Advisors bought 44 Carlyle Group shares in Q1 2026, an estimated $2.43K.
  • Carlyle Group made up ﹤0.01% of Parallel Advisors's portfolio in Q1 2026, its #1798 holding.
  • Parallel Advisors first reported a position in Carlyle Group in Q1 2018 and has held it in 30 quarters since.
  • Parallel Advisors's Carlyle Group position peaked at $82.9K in Q4 2025.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.