SA
CG icon

Sanctuary Advisors’s Carlyle Group CG Stock Holding History

Sanctuary Advisors’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 		$1.84M Buy
37,971
+767
+2% +$42.3K 0.01% 993
2025
Q4 		$2.2M Sell
37,204
-2,830
-7% -$161K 0.01% 884
2025
Q3 		$2.51M Buy
40,034
+1,285
+3% +$80.3K 0.01% 778
2025
Q2 		$1.99M Buy
38,749
+994
+3% +$42.8K 0.01% 847
2025
Q1 		$1.65M Buy
37,755
+2,155
+6% +$107K 0.01% 868
2024
Q4 		$2M Buy
35,600
+2,240
+7% +$114K 0.01% 855
2024
Q3 		$1.79M Sell
33,360
-3,788
-10% -$159K 0.01% 929
2024
Q2 		$1.71M Buy
+37,148
New +$1.6M 0.01% 892

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

Sanctuary Advisors's CG Position: Q1 2026 in Review

Sanctuary Advisors increased its Carlyle Group (CG) stake by 2.1% in Q1 2026, buying an estimated $42.3K and bringing the position to 37,971 shares worth $1.84M. The position accounts for 0.01% of the portfolio, ranked #993.

Sanctuary Advisors first reported a position in CG in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.51M in Q3 2025. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Sanctuary Advisors held 37,971 shares of Carlyle Group worth $1.84M as of Q1 2026.
  • Sanctuary Advisors bought 767 Carlyle Group shares in Q1 2026, an estimated $42.3K.
  • Carlyle Group made up 0.01% of Sanctuary Advisors's portfolio in Q1 2026, its #993 holding.
  • Sanctuary Advisors first reported a position in Carlyle Group in Q2 2024 and has held it in 8 quarters since.
  • Sanctuary Advisors's Carlyle Group position peaked at $2.51M in Q3 2025.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.