Aberdeen Group
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Aberdeen Group’s Carlyle Group CG Stock Holding History

Aberdeen Group’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
Q2 		$7.85M Buy
186,410
+5,496
+3% +$258K 0.01% 640
2026
Q1 		$8.75M Buy
180,914
+5,206
+3% +$287K 0.01% 612
2025
Q4 		$10.4M Sell
175,708
-7,502
-4% -$426K 0.02% 606
2025
Q3 		$11.5M Buy
183,210
+28,317
+18% +$1.77M 0.02% 586
2025
Q2 		$7.96M Buy
154,893
+14,851
+11% +$640K 0.01% 647
2025
Q1 		$6.1M Buy
140,042
+79,950
+133% +$3.96M 0.01% 657
2024
Q4 		$3.03M Sell
60,092
-10,952
-15% -$555K 0.01% 713
2024
Q3 		$3.06M Buy
71,044
+26,228
+59% +$1.1M 0.01% 727
2024
Q2 		$1.8M Sell
44,816
-29,069
-39% -$1.26M ﹤0.01% 763
2024
Q1 		$3.47M Buy
73,885
+1,429
+2% +$61.8K 0.01% 719
2023
Q4 		$2.95M Buy
72,456
+36,760
+103% +$1.21M 0.01% 745
2023
Q3 		$1.08M Sell
35,696
-855
-2% -$27.5K ﹤0.01% 757
2023
Q2 		$1.17M Sell
36,551
-4,751
-12% -$139K ﹤0.01% 776
2023
Q1 		$1.28M Buy
41,302
+17,457
+73% +$582K ﹤0.01% 772
2022
Q4 		$712K Buy
23,845
+658
+3% +$18.8K ﹤0.01% 807
2022
Q3 		$599K Buy
23,187
+5,152
+29% +$170K ﹤0.01% 821
2022
Q2 		$573K Sell
18,035
-383
-2% -$14.7K ﹤0.01% 848
2022
Q1 		$918K Buy
18,418
+10,707
+139% +$512K ﹤0.01% 832
2021
Q4 		$423K Sell
7,711
-782
-9% -$42.6K ﹤0.01% 981
2021
Q3 		$402K Buy
8,493
+217
+3% +$10.4K ﹤0.01% 983
2021
Q2 		$385K Buy
8,276
+1,800
+28% +$76.6K ﹤0.01% 959
2021
Q1 		$238K Buy
+6,476
New +$227K ﹤0.01% 967
2020
Q3 		– Sell
-9,368
Closed -$261K – 944
2020
Q2 		$261K Buy
+9,368
New +$241K ﹤0.01% 905

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Aberdeen Group's CG Position: Q2 2026 in Review

Aberdeen Group increased its Carlyle Group (CG) stake by 3% in Q2 2026, buying an estimated $258K and bringing the position to 186,410 shares worth $7.85M. The position accounts for 0.01% of the portfolio, ranked #640.

Aberdeen Group first reported a position in CG in Q2 2020 and has held it in 23 quarters since. The position peaked at $11.5M in Q3 2025. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Aberdeen Group held 186,410 shares of Carlyle Group worth $7.85M as of Q2 2026.
  • Aberdeen Group bought 5,496 Carlyle Group shares in Q2 2026, an estimated $258K.
  • Carlyle Group made up 0.01% of Aberdeen Group's portfolio in Q2 2026, its #640 holding.
  • Aberdeen Group first reported a position in Carlyle Group in Q2 2020 and has held it in 23 quarters since.
  • Aberdeen Group's Carlyle Group position peaked at $11.5M in Q3 2025.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Aberdeen Group's 13F filing for Q2 2026, filed 31 Jul 2026.