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Darwin Wealth Management’s Carlyle Group CG Stock Holding History

Darwin Wealth 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
2026
Q1 		$11.8K Buy
244
+2
+0.8% +$110 ﹤0.01% 351
2025
Q4 		$14.3K Buy
242
+2
+0.8% +$114 ﹤0.01% 343
2025
Q3 		$15.1K Buy
240
+1
+0.4% +$62 ﹤0.01% 332
2025
Q2 		$12.3K Buy
+239
New +$10.3K ﹤0.01% 335

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

Darwin Wealth Management's CG Position: Q1 2026 in Review

Darwin Wealth Management increased its Carlyle Group (CG) stake by 0.83% in Q1 2026, buying an estimated $110 and bringing the position to 244 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #351.

Darwin Wealth Management first reported a position in CG in Q2 2025 and has held it in 4 quarters since. The position peaked at $15.1K in Q3 2025. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Darwin Wealth Management held 244 shares of Carlyle Group worth $11.8K as of Q1 2026.
  • Darwin Wealth Management bought 2 Carlyle Group shares in Q1 2026, an estimated $110.
  • Carlyle Group made up ﹤0.01% of Darwin Wealth Management's portfolio in Q1 2026, its #351 holding.
  • Darwin Wealth Management first reported a position in Carlyle Group in Q2 2025 and has held it in 4 quarters since.
  • Darwin Wealth Management's Carlyle Group position peaked at $15.1K in Q3 2025.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Darwin Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.