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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
Q2 		– Sell
-4,325
Closed -$209K – 132
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 $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

DMC Group's CG Position: Q2 2026 in Review

DMC Group sold out of Carlyle Group (CG) in Q2 2026, closing a stake of 4,325 shares — an estimated $209K sold.

DMC Group first reported a position in CG in Q4 2023 and held it in 10 quarters. The position peaked at $413K in Q3 2025. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • DMC Group reported no remaining Carlyle Group position as of Q2 2026 after selling out during the quarter.
  • DMC Group sold 4,325 Carlyle Group shares in Q2 2026, an estimated $209K.
  • DMC Group first reported a position in Carlyle Group in Q4 2023 and held it in 10 quarters.
  • DMC Group's Carlyle Group position peaked at $413K in Q3 2025.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on DMC Group's 13F filing for Q2 2026, filed 28 Jul 2026.