AIM
CG icon

Axiom Investment Management’s Carlyle Group CG Stock Holding History

Axiom Investment 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
Q2 		$12.6K Buy
+300
New +$14.1K 0.01% 336
2022
Q4 		– Sell
-400
Closed -$10K – 148
2022
Q3 		$10K Buy
+400
New +$13.2K 0.02% 256
2019
Q2 		– Sell
-10,100
Closed -$184K – 459
2019
Q1 		$184K Hold
10,100
– – 0.03% 349
2018
Q4 		$159K Buy
+10,100
New +$192K 0.03% 336

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 $3.38T AUM 44.17% 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

Axiom Investment Management's CG Position: Q2 2026 in Review

Axiom Investment Management opened a new position in Carlyle Group (CG) in Q2 2026: 300 shares worth $12.6K. The stake represents 0.01% of the portfolio and ranks #336 among its holdings. This is a return to the name: Axiom Investment Management previously reported a position in CG as recently as Q3 2022.

Axiom Investment Management first reported a position in CG in Q4 2018 and has held it in 4 quarters since. The position peaked at $184K in Q1 2019. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Axiom Investment Management held 300 shares of Carlyle Group worth $12.6K as of Q2 2026.
  • Carlyle Group was a new Axiom Investment Management position in Q2 2026.
  • Carlyle Group made up 0.01% of Axiom Investment Management's portfolio in Q2 2026, its #336 holding.
  • Axiom Investment Management first reported a position in Carlyle Group in Q4 2018 and has held it in 4 quarters since.
  • Axiom Investment Management's Carlyle Group position peaked at $184K in Q1 2019.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Axiom Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.