CGH
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Crossmark Global Holdings’s Carlyle Group CG Stock Holding History

Crossmark Global Holdings’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
-3,914
Closed -$231K – 1247
2025
Q4 		$231K Buy
3,914
+77
+2% +$4.38K ﹤0.01% 1131
2025
Q3 		$241K Buy
+3,837
New +$240K ﹤0.01% 1186
2024
Q2 		– Sell
-4,561
Closed -$214K – 1303
2024
Q1 		$214K Buy
+4,561
New +$197K ﹤0.01% 1256
2022
Q2 		– Sell
-16,050
Closed -$785K – 1292
2022
Q1 		$785K Buy
+16,050
New +$768K 0.02% 713

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

Crossmark Global Holdings's CG Position: Q1 2026 in Review

Crossmark Global Holdings sold out of Carlyle Group (CG) in Q1 2026, closing a stake of 3,914 shares — an estimated $231K sold.

Crossmark Global Holdings first reported a position in CG in Q1 2022 and held it in 4 quarters. The position peaked at $785K in Q1 2022. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Crossmark Global Holdings reported no remaining Carlyle Group position as of Q1 2026 after selling out during the quarter.
  • Crossmark Global Holdings sold 3,914 Carlyle Group shares in Q1 2026, an estimated $231K.
  • Crossmark Global Holdings first reported a position in Carlyle Group in Q1 2022 and held it in 4 quarters.
  • Crossmark Global Holdings's Carlyle Group position peaked at $785K in Q1 2022.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Crossmark Global Holdings's 13F filing for Q1 2026, filed 11 May 2026.