Stamos Capital Partners’s Carlyle Group CG Stock Holding History

Stamos Capital 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	$212K	Buy	+4,382	New	+$242K	0.03%	141
2025 Q4	–	Sell	-4,425	Closed	-$277K	–	142
2025 Q3	$277K	Sell	4,425 -10,282	-70%	-$642K	0.05%	135
2025 Q2	$756K	Buy	14,707 +5,618	+62%	+$242K	0.14%	128
2025 Q1	$396K	Buy	+9,089	New	+$451K	0.1%	134
2024 Q3	–	Sell	-25,980	Closed	-$1.04M	–	131
2024 Q2	$1.04M	Buy	25,980 +4,800	+23%	+$207K	0.22%	100
2024 Q1	$994K	Buy	21,180 +9,200	+77%	+$398K	0.23%	92
2023 Q4	$487K	Buy	+11,980	New	+$394K	0.13%	113
2023 Q1	–	Sell	-33,180	Closed	-$990K	–	107
2022 Q4	$990K	Buy	+33,180	New	+$947K	0.31%	80
2022 Q3	–	Sell	-35,210	Closed	-$1.11M	–	187
2022 Q2	$1.11M	Buy	35,210 +13,910	+65%	+$533K	0.34%	56
2022 Q1	$1.04M	Buy	+21,300	New	+$1.02M	0.35%	55

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

Stamos Capital Partners's CG Position: Q1 2026 in Review

Stamos Capital Partners opened a new position in Carlyle Group (CG) in Q1 2026: 4,382 shares worth $212K. The stake represents 0.03% of the portfolio and ranks #141 among its holdings. This is a return to the name: Stamos Capital Partners previously reported a position in CG as recently as Q3 2025.

Stamos Capital Partners first reported a position in CG in Q1 2022 and has held it in 10 quarters since. The position peaked at $1.11M in Q2 2022. 601 funds tracked by Wall St. Rank hold CG as of Q1 2026.

Stamos Capital Partners held 4,382 shares of Carlyle Group worth $212K as of Q1 2026.
Carlyle Group was a new Stamos Capital Partners position in Q1 2026.
Carlyle Group made up 0.03% of Stamos Capital Partners's portfolio in Q1 2026, its #141 holding.
Stamos Capital Partners first reported a position in Carlyle Group in Q1 2022 and has held it in 10 quarters since.
Stamos Capital Partners's Carlyle Group position peaked at $1.11M in Q2 2022.
601 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Stamos Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.