Baird Financial Group’s Carlyle Group CG Stock Holding History

Baird Financial 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 Q1	–	Sell	-3,606	Closed	-$213K	–	1845
2025 Q4	$213K	Buy	+3,606	New	+$205K	﹤0.01%	1721

Other funds holding CG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Baird Financial Group's CG Position: Q1 2026 in Review

Baird Financial Group sold out of Carlyle Group (CG) in Q1 2026, closing a stake of 3,606 shares — an estimated $213K sold.

Baird Financial Group first reported a position in CG in Q4 2025 and held it in 1 quarter. The position peaked at $213K in Q4 2025. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

Baird Financial Group reported no remaining Carlyle Group position as of Q1 2026 after selling out during the quarter.
Baird Financial Group sold 3,606 Carlyle Group shares in Q1 2026, an estimated $213K.
Baird Financial Group first reported a position in Carlyle Group in Q4 2025 and held it in 1 quarter.
Baird Financial Group's Carlyle Group position peaked at $213K in Q4 2025.
600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.