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Stelac Advisory Services’s Carlyle Group CG Stock Holding History

Stelac Advisory Services’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 		$174K Sell
3,590
-920
-20% -$50.7K 0.04% 130
2025
Q4 		$267K Sell
4,510
-176
-4% -$10K 0.09% 68
2025
Q3 		$294K Hold
4,686
– – 0.1% 69
2025
Q2 		$241K Buy
4,686
+2,108
+82% +$90.8K 0.09% 76
2025
Q1 		$112K Buy
+2,578
New +$128K 0.05% 98
2024
Q3 		– Sell
-2,543
Closed -$102K – 109
2024
Q2 		$102K Hold
2,543
– – 0.04% 105
2024
Q1 		$119K Buy
+2,543
New +$110K 0.06% 97
2022
Q2 		– Sell
-3,198
Closed -$156K – 174
2022
Q1 		$156K Hold
3,198
– – 0.06% 135
2021
Q4 		$176K Sell
3,198
-12,599
-80% -$686K 0.05% 149
2021
Q3 		$747K Sell
15,797
-28,173
-64% -$1.35M 0.2% 78
2021
Q2 		$2.04M Buy
43,970
+480
+1% +$20.4K 0.47% 43
2021
Q1 		$1.6M Sell
43,490
-731
-2% -$25.6K 0.59% 38
2020
Q4 		$1.39M Buy
44,221
+669
+2% +$18.8K 0.36% 51
2020
Q3 		$1.07M Buy
43,552
+8,229
+23% +$222K 0.37% 46
2020
Q2 		$986K Buy
35,323
+9,115
+35% +$234K 0.38% 44
2020
Q1 		$567K Buy
26,208
+8,252
+46% +$238K 0.27% 47
2019
Q4 		$576K Buy
17,956
+541
+3% +$15.3K 0.42% 35
2019
Q3 		$445K Buy
17,415
+645
+4% +$15.4K 0.32% 39
2019
Q2 		$379K Buy
16,770
+6,422
+62% +$132K 0.29% 36
2019
Q1 		$163K Hold
10,348
– – 0.08% 67
2018
Q4 		$163K Buy
10,348
+528
+5% +$10K 0.08% 63
2018
Q3 		$221K Buy
9,820
+2,239
+30% +$52.7K 0.06% 72
2018
Q2 		$161K Buy
7,581
+917
+14% +$19.7K 0.04% 96
2018
Q1 		$142K Hold
6,664
– – 0.04% 95
2017
Q4 		$153K Buy
6,664
+519
+8% +$11.6K 0.07% 52
2017
Q3 		$145K Buy
+6,145
New +$131K 0.04% 69

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

Stelac Advisory Services's CG Position: Q1 2026 in Review

Stelac Advisory Services reduced its Carlyle Group (CG) stake by 20% in Q1 2026, selling an estimated $50.7K and leaving 3,590 shares worth $174K. The position accounts for 0.04% of the portfolio, ranked #130.

Stelac Advisory Services first reported a position in CG in Q3 2017 and has held it in 26 quarters since. The position peaked at $2.04M in Q2 2021. 601 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Stelac Advisory Services held 3,590 shares of Carlyle Group worth $174K as of Q1 2026.
  • Stelac Advisory Services sold 920 Carlyle Group shares in Q1 2026, an estimated $50.7K.
  • Carlyle Group made up 0.04% of Stelac Advisory Services's portfolio in Q1 2026, its #130 holding.
  • Stelac Advisory Services first reported a position in Carlyle Group in Q3 2017 and has held it in 26 quarters since.
  • Stelac Advisory Services's Carlyle Group position peaked at $2.04M in Q2 2021.
  • 601 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Stelac Advisory Services's 13F filing for Q1 2026, filed 8 May 2026.