PWPS
CG icon

Pinnacle Wealth Planning Services’s Carlyle Group CG Stock Holding History

Pinnacle Wealth Planning Services’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 		$101K Sell
2,082
-99
-5% -$5.46K 0.01% 794
2025
Q4 		$129K Buy
+2,181
New +$124K 0.01% 656

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

Pinnacle Wealth Planning Services's CG Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Carlyle Group (CG) stake by 4.5% in Q1 2026, selling an estimated $5.46K and leaving 2,082 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #794.

Pinnacle Wealth Planning Services first reported a position in CG in Q4 2025 and has held it in 2 quarters since. The position peaked at $129K in Q4 2025. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,082 shares of Carlyle Group worth $101K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 99 Carlyle Group shares in Q1 2026, an estimated $5.46K.
  • Carlyle Group made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #794 holding.
  • Pinnacle Wealth Planning Services first reported a position in Carlyle Group in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's Carlyle Group position peaked at $129K in Q4 2025.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.