BPC
CG icon

Bearing Point Capital’s Carlyle Group CG Stock Holding History

Bearing Point Capital’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 		$503K Sell
10,390
-16,933
-62% -$934K 0.08% 133
2025
Q4 		$1.62M Buy
27,323
+16,548
+154% +$940K 0.25% 80
2025
Q3 		$676K Sell
10,775
-60
-0.6% -$3.75K 0.12% 106
2025
Q2 		$557K Buy
10,835
+1,050
+11% +$45.2K 0.1% 116
2025
Q1 		$427K Buy
9,785
+215
+2% +$10.7K 0.09% 132
2024
Q4 		$483K Buy
+9,570
New +$485K 0.1% 122

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

Bearing Point Capital's CG Position: Q1 2026 in Review

Bearing Point Capital reduced its Carlyle Group (CG) stake by 62% in Q1 2026, selling an estimated $934K and leaving 10,390 shares worth $503K. The position accounts for 0.08% of the portfolio, ranked #133.

Bearing Point Capital first reported a position in CG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.62M in Q4 2025. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Bearing Point Capital held 10,390 shares of Carlyle Group worth $503K as of Q1 2026.
  • Bearing Point Capital sold 16,933 Carlyle Group shares in Q1 2026, an estimated $934K.
  • Carlyle Group made up 0.08% of Bearing Point Capital's portfolio in Q1 2026, its #133 holding.
  • Bearing Point Capital first reported a position in Carlyle Group in Q4 2024 and has held it in 6 quarters since.
  • Bearing Point Capital's Carlyle Group position peaked at $1.62M in Q4 2025.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Bearing Point Capital's 13F filing for Q1 2026, filed 7 May 2026.