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Brandywine Global Investment Management’s Carlyle Group CG Stock Holding History

Brandywine Global 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
2025
Q4 		– Sell
-212,622
Closed -$13.3M – 613
2025
Q3 		$13.3M Sell
212,622
-280
-0.1% -$17.5K 0.09% 208
2025
Q2 		$10.9M Sell
212,902
-5,290
-2% -$228K 0.08% 246
2025
Q1 		$9.51M Buy
+218,192
New +$10.8M 0.07% 263
2024
Q4 		– Sell
-202,063
Closed -$9.82M – 583
2024
Q3 		$9.82M Buy
202,063
+8,905
+5% +$374K 0.07% 268
2024
Q2 		$7.76M Buy
193,158
+21,690
+13% +$936K 0.06% 310
2024
Q1 		$8.04M Sell
171,468
-2,200
-1% -$95.1K 0.06% 314
2023
Q4 		$7.07M Sell
173,668
-11,279
-6% -$371K 0.06% 324
2023
Q3 		$5.58M Buy
+184,947
New +$5.96M 0.05% 342
2020
Q3 		– Sell
-49,450
Closed -$1.38M – 619
2020
Q2 		$1.38M Buy
49,450
+17,110
+53% +$439K 0.01% 489
2020
Q1 		$701K Buy
+32,340
New +$933K 0.01% 534

Other funds holding CG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Brandywine Global Investment Management's CG Position: Q4 2025 in Review

Brandywine Global Investment Management sold out of Carlyle Group (CG) in Q4 2025, closing a stake of 212,622 shares — an estimated $13.3M sold.

Brandywine Global Investment Management first reported a position in CG in Q1 2020 and held it in 10 quarters. The position peaked at $13.3M in Q3 2025. 626 funds tracked by Wall St. Rank hold CG as of Q4 2025.

  • Brandywine Global Investment Management reported no remaining Carlyle Group position as of Q4 2025 after selling out during the quarter.
  • Brandywine Global Investment Management sold 212,622 Carlyle Group shares in Q4 2025, an estimated $13.3M.
  • Brandywine Global Investment Management first reported a position in Carlyle Group in Q1 2020 and held it in 10 quarters.
  • Brandywine Global Investment Management's Carlyle Group position peaked at $13.3M in Q3 2025.
  • 626 funds tracked by Wall St. Rank held Carlyle Group as of Q4 2025.

Based on Brandywine Global Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.