DG
CG icon

DMC Group’s Carlyle Group CG Stock Holding History

DMC Group’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 		$209K Sell
4,325
-2,437
-36% -$134K 0.14% 138
2025
Q4 		$400K Buy
6,762
+168
+3% +$9.54K 0.27% 98
2025
Q3 		$413K Buy
6,594
+205
+3% +$12.8K 0.29% 91
2025
Q2 		$328K Sell
6,389
-1,426
-18% -$61.4K 0.26% 96
2025
Q1 		$341K Buy
7,815
+883
+13% +$43.8K 0.28% 93
2024
Q4 		$350K Buy
6,932
+283
+4% +$14.3K 0.28% 101
2024
Q3 		$286K Buy
6,649
+170
+3% +$7.13K 0.23% 107
2024
Q2 		$260K Buy
6,479
+61
+1% +$2.63K 0.22% 109
2024
Q1 		$301K Buy
6,418
+114
+2% +$4.93K 0.26% 103
2023
Q4 		$257K Buy
+6,304
New +$208K 0.24% 109

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

DMC Group's CG Position: Q1 2026 in Review

DMC Group reduced its Carlyle Group (CG) stake by 36% in Q1 2026, selling an estimated $134K and leaving 4,325 shares worth $209K. The position accounts for 0.14% of the portfolio, ranked #138.

DMC Group first reported a position in CG in Q4 2023 and has held it in 10 quarters since. The position peaked at $413K in Q3 2025. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • DMC Group held 4,325 shares of Carlyle Group worth $209K as of Q1 2026.
  • DMC Group sold 2,437 Carlyle Group shares in Q1 2026, an estimated $134K.
  • Carlyle Group made up 0.14% of DMC Group's portfolio in Q1 2026, its #138 holding.
  • DMC Group first reported a position in Carlyle Group in Q4 2023 and has held it in 10 quarters since.
  • DMC Group's Carlyle Group position peaked at $413K in Q3 2025.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on DMC Group's 13F filing for Q1 2026, filed 30 Apr 2026.