Battery Global Advisors’s Carlyle Group CG Stock Holding History

Battery Global 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	-65	Closed	-$3.84K	–	167
2025 Q4	$3.84K	Buy	+65	New	+$3.69K	﹤0.01%	165

Other funds holding CG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Battery Global Advisors's CG Position: Q1 2026 in Review

Battery Global Advisors sold out of Carlyle Group (CG) in Q1 2026, closing a stake of 65 shares — an estimated $3.84K sold.

Battery Global Advisors first reported a position in CG in Q4 2025 and held it in 1 quarter. The position peaked at $3.84K in Q4 2025. 605 funds tracked by Wall St. Rank hold CG as of Q1 2026.

Battery Global Advisors reported no remaining Carlyle Group position as of Q1 2026 after selling out during the quarter.
Battery Global Advisors sold 65 Carlyle Group shares in Q1 2026, an estimated $3.84K.
Battery Global Advisors first reported a position in Carlyle Group in Q4 2025 and held it in 1 quarter.
Battery Global Advisors's Carlyle Group position peaked at $3.84K in Q4 2025.
605 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Battery Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.