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Stiles Financial Services’s Carlyle Group CG Stock Holding History

Stiles Financial 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 		$602K Buy
12,439
+51
+0.4% +$2.81K 0.18% 111
2025
Q4 		$732K Sell
12,388
-128
-1% -$7.27K 0.23% 97
2025
Q3 		$785K Buy
12,516
+342
+3% +$21.4K 0.25% 90
2025
Q2 		$626K Buy
12,174
+48
+0.4% +$2.07K 0.22% 103
2025
Q1 		$529K Buy
12,126
+45
+0.4% +$2.23K 0.2% 109
2024
Q4 		$610K Sell
12,081
-132
-1% -$6.69K 0.22% 104
2024
Q3 		$526K Buy
12,213
+2
+0% +$84 0.19% 109
2024
Q2 		$490K Buy
12,211
+6
+0% +$259 0.19% 103
2024
Q1 		$573K Sell
12,205
-268
-2% -$11.6K 0.23% 98
2023
Q4 		$507K Buy
12,473
+560
+5% +$18.4K 0.23% 102
2023
Q3 		$359K Buy
11,913
+117
+1% +$3.77K 0.19% 117
2023
Q2 		$377K Buy
11,796
+623
+6% +$18.2K 0.19% 125
2023
Q1 		$347K Buy
11,173
+1,277
+13% +$42.6K 0.19% 125
2022
Q4 		$295K Buy
+9,896
New +$282K 0.17% 135

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

Stiles Financial Services's CG Position: Q1 2026 in Review

Stiles Financial Services increased its Carlyle Group (CG) stake by 0.41% in Q1 2026, buying an estimated $2.81K and bringing the position to 12,439 shares worth $602K. The position accounts for 0.18% of the portfolio, ranked #111.

Stiles Financial Services first reported a position in CG in Q4 2022 and has held it in 14 quarters since. The position peaked at $785K in Q3 2025. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Stiles Financial Services held 12,439 shares of Carlyle Group worth $602K as of Q1 2026.
  • Stiles Financial Services bought 51 Carlyle Group shares in Q1 2026, an estimated $2.81K.
  • Carlyle Group made up 0.18% of Stiles Financial Services's portfolio in Q1 2026, its #111 holding.
  • Stiles Financial Services first reported a position in Carlyle Group in Q4 2022 and has held it in 14 quarters since.
  • Stiles Financial Services's Carlyle Group position peaked at $785K in Q3 2025.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.