PEAK6
CG icon

PEAK6’s Carlyle Group CG Stock Holding History

PEAK6’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 		$4.21K Buy
+100
New +$4.7K ﹤0.01% 2572
2026
Q1 		– Sell
-2,500
Closed -$148K – 2782
2025
Q4 		$148K Sell
2,500
-58,800
-96% -$3.34M ﹤0.01% 2452
2025
Q3 		$3.84M Buy
61,300
+30,400
+98% +$1.9M 0.01% 1158
2025
Q2 		$1.59M Buy
+30,900
New +$1.33M ﹤0.01% 1567
2025
Q1 		– Sell
-2,100
Closed -$106K – 3069
2024
Q4 		$106K Buy
+2,100
New +$106K ﹤0.01% 2700

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

PEAK6's CG Position: Q2 2026 in Review

PEAK6 reduced its Carlyle Group (CG) stake by 75% in Q2 2026, selling an estimated $1.36M and leaving 9,930 shares worth $418K. The position accounts for ﹤0.01% of the portfolio, ranked #2044.

PEAK6 first reported a position in CG in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.5M in Q4 2025. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • PEAK6 held 9,930 shares of Carlyle Group worth $418K as of Q2 2026.
  • PEAK6 sold 29,021 Carlyle Group shares in Q2 2026, an estimated $1.36M.
  • Carlyle Group made up ﹤0.01% of PEAK6's portfolio in Q2 2026, its #2044 holding.
  • PEAK6 first reported a position in Carlyle Group in Q4 2024 and has held it in 6 quarters since.
  • PEAK6's Carlyle Group position peaked at $10.5M in Q4 2025.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on PEAK6's 13F filing for Q2 2026, filed 13 Aug 2026.