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Empowered Funds’s Carlyle Group CG Stock Holding History

Empowered Funds’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 		$735K Buy
15,199
+3,237
+27% +$179K ﹤0.01% 1515
2025
Q4 		$707K Sell
11,962
-915
-7% -$52K 0.01% 694
2025
Q3 		$807K Buy
12,877
+5,599
+77% +$350K 0.01% 1238
2025
Q2 		$374K Sell
7,278
-40,959
-85% -$1.76M ﹤0.01% 1427
2025
Q1 		$2.1M Buy
48,237
+1,579
+3% +$78.3K 0.03% 719
2024
Q4 		$2.36M Sell
46,658
-111,016
-70% -$5.63M 0.03% 665
2024
Q3 		$6.79M Buy
157,674
+128,644
+443% +$5.4M 0.11% 272
2024
Q2 		$1.17M Buy
29,030
+2,053
+8% +$88.6K 0.02% 809
2024
Q1 		$1.27M Buy
26,977
+3,015
+13% +$130K 0.02% 773
2023
Q4 		$975K Buy
23,962
+5,714
+31% +$188K 0.02% 783
2023
Q3 		$550K Buy
18,248
+521
+3% +$16.8K 0.02% 888
2023
Q2 		$566K Buy
17,727
+585
+3% +$17.1K 0.02% 778
2023
Q1 		$532K Buy
+17,142
New +$572K 0.03% 388
2022
Q1 		– Sell
-32,523
Closed -$1.79M – 251
2021
Q4 		$1.79M Buy
+32,523
New +$1.77M 0.2% 118

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

Empowered Funds's CG Position: Q1 2026 in Review

Empowered Funds increased its Carlyle Group (CG) stake by 27% in Q1 2026, buying an estimated $179K and bringing the position to 15,199 shares worth $735K. The position accounts for ﹤0.01% of the portfolio, ranked #1515.

Empowered Funds first reported a position in CG in Q4 2021 and has held it in 14 quarters since. The position peaked at $6.79M in Q3 2024. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Empowered Funds held 15,199 shares of Carlyle Group worth $735K as of Q1 2026.
  • Empowered Funds bought 3,237 Carlyle Group shares in Q1 2026, an estimated $179K.
  • Carlyle Group made up ﹤0.01% of Empowered Funds's portfolio in Q1 2026, its #1515 holding.
  • Empowered Funds first reported a position in Carlyle Group in Q4 2021 and has held it in 14 quarters since.
  • Empowered Funds's Carlyle Group position peaked at $6.79M in Q3 2024.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.