Principle Wealth Partners’s Carlyle Group CG Stock Holding History

Principle Wealth Partners’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	$345K	Hold	7,131	–	–	0.02%	295
2025 Q4	$422K	Hold	7,131	–	–	0.02%	265
2025 Q3	$447K	Hold	7,131	–	–	0.03%	247
2025 Q2	$367K	Sell	7,131 -900	-11%	-$38.8K	0.02%	274
2025 Q1	$350K	Hold	8,031	–	–	0.03%	265
2024 Q4	$405K	Hold	8,031	–	–	0.03%	247
2024 Q3	$346K	Hold	8,031	–	–	0.02%	265
2024 Q2	$322K	Hold	8,031	–	–	0.02%	271
2024 Q1	$377K	Hold	8,031	–	–	0.03%	252
2023 Q4	$327K	Buy	8,031 +1,000	+14%	+$32.9K	0.03%	258
2023 Q3	$212K	Sell	7,031 -1,000	-12%	-$32.2K	0.02%	305
2023 Q2	$257K	Buy	8,031 +700	+10%	+$20.4K	0.03%	287
2023 Q1	$228K	Sell	7,331 -2,200	-23%	-$73.4K	0.02%	298
2022 Q4	$284K	Sell	9,531 -2,100	-18%	-$59.9K	0.03%	256
2022 Q3	$301	Buy	11,631 +300	+3%	+$9.88K	0.03%	229
2022 Q2	$359K	Buy	11,331 +4,131	+57%	+$158K	0.04%	226
2022 Q1	$352K	Hold	7,200	–	–	0.04%	242
2021 Q4	$395K	Hold	7,200	–	–	0.04%	233
2021 Q3	$340K	Hold	7,200	–	–	0.04%	235
2021 Q2	$335K	Hold	7,200	–	–	0.04%	235
2021 Q1	$265K	Hold	7,200	–	–	0.03%	251
2020 Q4	$226K	Buy	+7,200	New	+$203K	0.03%	258
2020 Q3	–	Sell	-7,200	Closed	-$201K	–	197
2020 Q2	$201K	Buy	+7,200	New	+$185K	0.06%	145

Other funds holding CG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Principle Wealth Partners's CG Position: Q1 2026 in Review

Principle Wealth Partners held its Carlyle Group (CG) position steady in Q1 2026 at 7,131 shares worth $345K. The position accounts for 0.02% of the portfolio, ranked #295.

Principle Wealth Partners first reported a position in CG in Q2 2020 and has held it in 23 quarters since. The position peaked at $447K in Q3 2025. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

Principle Wealth Partners held 7,131 shares of Carlyle Group worth $345K as of Q1 2026.
Principle Wealth Partners left its Carlyle Group share count unchanged in Q1 2026.
Carlyle Group made up 0.02% of Principle Wealth Partners's portfolio in Q1 2026, its #295 holding.
Principle Wealth Partners first reported a position in Carlyle Group in Q2 2020 and has held it in 23 quarters since.
Principle Wealth Partners's Carlyle Group position peaked at $447K in Q3 2025.
600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.