BGDI
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BW Gestao de Investimentos’s Carlyle Group CG Stock Holding History

BW Gestao de Investimentos’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
Q2 		– Sell
-160,000
Closed -$7.74M – 325
2026
Q1 		$7.74M Buy
+160,000
New +$8.82M 0.26% 112
2017
Q3 		– Sell
-89,640
Closed -$1.77M – 83
2017
Q2 		$1.77M Buy
89,640
+75,741
+545% +$1.34M 0.48% 29
2017
Q1 		$222K Buy
+13,899
New +$228K 0.06% 70

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

BW Gestao de Investimentos's CG Position: Q2 2026 in Review

BW Gestao de Investimentos sold out of Carlyle Group (CG) in Q2 2026, closing a stake of 160,000 shares — an estimated $7.74M sold.

BW Gestao de Investimentos first reported a position in CG in Q1 2017 and held it in 3 quarters. The position peaked at $7.74M in Q1 2026. 586 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • BW Gestao de Investimentos reported no remaining Carlyle Group position as of Q2 2026 after selling out during the quarter.
  • BW Gestao de Investimentos sold 160,000 Carlyle Group shares in Q2 2026, an estimated $7.74M.
  • BW Gestao de Investimentos first reported a position in Carlyle Group in Q1 2017 and held it in 3 quarters.
  • BW Gestao de Investimentos's Carlyle Group position peaked at $7.74M in Q1 2026.
  • 586 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on BW Gestao de Investimentos's 13F filing for Q2 2026, filed 14 Aug 2026.