Prudential Financial
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Prudential Financial’s Carlyle Group CG Stock Holding History

Prudential Financial’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 		$2.43M Sell
50,266
-8,406
-14% -$464K ﹤0.01% 1239
2025
Q4 		$3.47M Sell
58,672
-20,174
-26% -$1.15M ﹤0.01% 1060
2025
Q3 		$4.94M Buy
78,846
+9,285
+13% +$580K 0.01% 947
2025
Q2 		$3.52M Buy
69,561
+50,095
+257% +$2.16M ﹤0.01% 1103
2025
Q1 		$970K Buy
19,466
+3,530
+22% +$175K ﹤0.01% 1585
2024
Q4 		$804K Sell
15,936
-1,765
-10% -$89.5K ﹤0.01% 1661
2024
Q3 		$762K Buy
17,701
+213
+1% +$8.94K ﹤0.01% 2027
2024
Q2 		$702K Sell
17,488
-37,891
-68% -$1.64M ﹤0.01% 2018
2024
Q1 		$2.6M Buy
55,379
+20,610
+59% +$891K ﹤0.01% 1285
2023
Q4 		$1.41M Buy
34,769
+7,807
+29% +$257K ﹤0.01% 1638
2023
Q3 		$813K Sell
26,962
-6,441
-19% -$208K ﹤0.01% 1856
2023
Q2 		$1.07M Sell
33,403
-414,186
-93% -$12.1M ﹤0.01% 1780
2023
Q1 		$13.9M Sell
447,589
-147,831
-25% -$4.93M 0.02% 548
2022
Q4 		$17.8M Buy
595,420
+572,485
+2,496% +$16.3M 0.03% 457
2022
Q3 		$593K Sell
22,935
-32,817
-59% -$1.08M ﹤0.01% 1999
2022
Q2 		$1.76M Sell
55,752
-370,430
-87% -$14.2M ﹤0.01% 1462
2022
Q1 		$20.8M Buy
426,182
+413,486
+3,257% +$19.8M 0.03% 478
2021
Q4 		$697K Sell
12,696
-190
-1% -$10.3K ﹤0.01% 2058
2021
Q3 		$609K Sell
12,886
-35,175
-73% -$1.69M ﹤0.01% 2065
2021
Q2 		$2.23M Buy
+48,061
New +$2.04M ﹤0.01% 1422

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

Prudential Financial's CG Position: Q1 2026 in Review

Prudential Financial reduced its Carlyle Group (CG) stake by 14% in Q1 2026, selling an estimated $464K and leaving 50,266 shares worth $2.43M. The position accounts for ﹤0.01% of the portfolio, ranked #1239.

Prudential Financial first reported a position in CG in Q2 2021 and has held it in 20 quarters since. The position peaked at $20.8M in Q1 2022. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Prudential Financial held 50,266 shares of Carlyle Group worth $2.43M as of Q1 2026.
  • Prudential Financial sold 8,406 Carlyle Group shares in Q1 2026, an estimated $464K.
  • Carlyle Group made up ﹤0.01% of Prudential Financial's portfolio in Q1 2026, its #1239 holding.
  • Prudential Financial first reported a position in Carlyle Group in Q2 2021 and has held it in 20 quarters since.
  • Prudential Financial's Carlyle Group position peaked at $20.8M in Q1 2022.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Prudential Financial's 13F filing for Q1 2026, filed 13 May 2026.