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Prestige Wealth Management Group’s Carlyle Group CG Stock Holding History

Prestige Wealth Management Group’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 		$146 Buy
+3
New +$165 ﹤0.01% 1094

Other funds holding CG

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Capital World Investors
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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

Prestige Wealth Management Group's CG Position: Q1 2026 in Review

Prestige Wealth Management Group opened a new position in Carlyle Group (CG) in Q1 2026: 3 shares worth $146. The stake represents ﹤0.01% of the portfolio and ranks #1094 among its holdings.

600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Prestige Wealth Management Group held 3 shares of Carlyle Group worth $146 as of Q1 2026.
  • Carlyle Group was a new Prestige Wealth Management Group position in Q1 2026.
  • Carlyle Group made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q1 2026, its #1094 holding.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.