4WM
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44 Wealth Management’s Carlyle Group CG Stock Holding History

44 Wealth Management’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 		$596K Sell
12,311
-106
-0.9% -$5.84K 0.21% 133
2025
Q4 		$734K Sell
12,417
-3,949
-24% -$224K 0.25% 119
2025
Q3 		$1.03M Buy
16,366
+154
+0.9% +$9.62K 0.35% 97
2025
Q2 		$833K Buy
16,212
+4,692
+41% +$202K 0.3% 106
2025
Q1 		$502K Buy
+11,520
New +$571K 0.19% 131

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

44 Wealth Management's CG Position: Q1 2026 in Review

44 Wealth Management reduced its Carlyle Group (CG) stake by 0.85% in Q1 2026, selling an estimated $5.84K and leaving 12,311 shares worth $596K. The position accounts for 0.21% of the portfolio, ranked #133.

44 Wealth Management first reported a position in CG in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.03M in Q3 2025. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • 44 Wealth Management held 12,311 shares of Carlyle Group worth $596K as of Q1 2026.
  • 44 Wealth Management sold 106 Carlyle Group shares in Q1 2026, an estimated $5.84K.
  • Carlyle Group made up 0.21% of 44 Wealth Management's portfolio in Q1 2026, its #133 holding.
  • 44 Wealth Management first reported a position in Carlyle Group in Q1 2025 and has held it in 5 quarters since.
  • 44 Wealth Management's Carlyle Group position peaked at $1.03M in Q3 2025.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on 44 Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.