WorldQuant Millennium Advisors
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WorldQuant Millennium Advisors’s Carlyle Group CG Stock Holding History

WorldQuant Millennium 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 		– Sell
-91,592
Closed -$5.41M – 611
2025
Q4 		$5.41M Buy
+91,592
New +$5.2M 0.02% 325
2025
Q2 		– Sell
-79,829
Closed -$3.48M – 497
2025
Q1 		$3.48M Sell
79,829
-347,376
-81% -$17.2M 0.02% 318
2024
Q4 		$21.6M Buy
427,205
+1,431
+0.3% +$72.5K 0.14% 176
2024
Q3 		$18.3M Buy
425,774
+127,121
+43% +$5.33M 0.13% 182
2024
Q2 		$12M Sell
298,653
-18,537
-6% -$800K 0.11% 201
2024
Q1 		$14.9M Sell
317,190
-335,699
-51% -$14.5M 0.18% 161
2023
Q4 		$26.6M Buy
652,889
+491,495
+305% +$16.2M 0.37% 78
2023
Q3 		$4.87M Buy
+161,394
New +$5.2M 0.08% 226
2023
Q1 		– Sell
-429,255
Closed -$12.8M – 361
2022
Q4 		$12.8M Buy
429,255
+198,376
+86% +$5.66M 0.29% 124
2022
Q3 		$5.97M Buy
+230,879
New +$7.6M 0.15% 183
2022
Q1 		– Sell
-61,468
Closed -$3.38M – 298
2021
Q4 		$3.38M Buy
+61,468
New +$3.35M 0.07% 245

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

WorldQuant Millennium Advisors's CG Position: Q1 2026 in Review

WorldQuant Millennium Advisors sold out of Carlyle Group (CG) in Q1 2026, closing a stake of 91,592 shares — an estimated $5.41M sold.

WorldQuant Millennium Advisors first reported a position in CG in Q4 2021 and held it in 11 quarters. The position peaked at $26.6M in Q4 2023. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • WorldQuant Millennium Advisors reported no remaining Carlyle Group position as of Q1 2026 after selling out during the quarter.
  • WorldQuant Millennium Advisors sold 91,592 Carlyle Group shares in Q1 2026, an estimated $5.41M.
  • WorldQuant Millennium Advisors first reported a position in Carlyle Group in Q4 2021 and held it in 11 quarters.
  • WorldQuant Millennium Advisors's Carlyle Group position peaked at $26.6M in Q4 2023.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on WorldQuant Millennium Advisors's 13F filing for Q1 2026, filed 15 May 2026.