Boston Partners
CG icon

Boston Partners’s Carlyle Group CG Stock Holding History

Boston Partners’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
-5,533,198
Closed -$327M – 785
2025
Q4 		$327M Sell
5,533,198
-636,926
-10% -$36.2M 0.34% 98
2025
Q3 		$387M Sell
6,170,124
-621,417
-9% -$38.8M 0.4% 88
2025
Q2 		$349M Sell
6,791,541
-132,525
-2% -$5.71M 0.39% 83
2025
Q1 		$302M Sell
6,924,066
-178,019
-3% -$8.83M 0.36% 91
2024
Q4 		$359M Buy
7,102,085
+467,767
+7% +$23.7M 0.44% 73
2024
Q3 		$286M Buy
6,634,318
+1,534,390
+30% +$64.4M 0.34% 107
2024
Q2 		$205M Buy
5,099,928
+2,773,635
+119% +$120M 0.25% 149
2024
Q1 		$109M Buy
+2,326,293
New +$101M 0.13% 204

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Morgan Stanley
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State Street
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Millennium Management
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William Blair Investment Management
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Boston Partners's CG Position: Q1 2026 in Review

Boston Partners sold out of Carlyle Group (CG) in Q1 2026, closing a stake of 5,533,198 shares — an estimated $327M sold.

Boston Partners first reported a position in CG in Q1 2024 and held it in 8 quarters. The position peaked at $387M in Q3 2025. 605 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Boston Partners reported no remaining Carlyle Group position as of Q1 2026 after selling out during the quarter.
  • Boston Partners sold 5,533,198 Carlyle Group shares in Q1 2026, an estimated $327M.
  • Boston Partners first reported a position in Carlyle Group in Q1 2024 and held it in 8 quarters.
  • Boston Partners's Carlyle Group position peaked at $387M in Q3 2025.
  • 605 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Boston Partners's 13F filing for Q1 2026, filed 11 May 2026.