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
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 $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

PEAK6's CG Position: Q1 2026 in Review

PEAK6 reduced its Carlyle Group (CG) stake by 78% in Q1 2026, selling an estimated $7.65M and leaving 38,951 shares worth $1.88M. The position accounts for ﹤0.01% of the portfolio, ranked #1401.

PEAK6 first reported a position in CG in Q4 2024 and has held it in 5 quarters since. The position peaked at $10.5M in Q4 2025. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • PEAK6 held 38,951 shares of Carlyle Group worth $1.88M as of Q1 2026.
  • PEAK6 sold 138,724 Carlyle Group shares in Q1 2026, an estimated $7.65M.
  • Carlyle Group made up ﹤0.01% of PEAK6's portfolio in Q1 2026, its #1401 holding.
  • PEAK6 first reported a position in Carlyle Group in Q4 2024 and has held it in 5 quarters since.
  • PEAK6's Carlyle Group position peaked at $10.5M in Q4 2025.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on PEAK6's 13F filing for Q1 2026, filed 14 May 2026.