Federated Hermes
CG icon

Federated Hermes’s Carlyle Group CG Stock Holding History

Federated Hermes’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 		$870K Sell
17,974
-698
-4% -$38.5K ﹤0.01% 1157
2025
Q4 		$1.1M Sell
18,672
-2,555
-12% -$145K ﹤0.01% 1091
2025
Q3 		$1.33M Buy
21,227
+1,336
+7% +$83.5K ﹤0.01% 1064
2025
Q2 		$1.02M Sell
19,891
-92
-0.5% -$3.96K ﹤0.01% 1141
2025
Q1 		$871K Buy
19,983
+2,303
+13% +$114K ﹤0.01% 1148
2024
Q4 		$893K Sell
17,680
-3,794
-18% -$192K ﹤0.01% 1139
2024
Q3 		$925K Buy
21,474
+2,154
+11% +$90.4K ﹤0.01% 1144
2024
Q2 		$776K Sell
19,320
-1,397
-7% -$60.3K ﹤0.01% 1191
2024
Q1 		$972K Sell
20,717
-5,371
-21% -$232K ﹤0.01% 1133
2023
Q4 		$1.06M Buy
+26,088
New +$859K ﹤0.01% 1114
2023
Q2 		– Sell
-194,578
Closed -$6.04M – 2114
2023
Q1 		$6.04M Buy
194,578
+18,189
+10% +$607K 0.02% 657
2022
Q4 		$5.26M Sell
176,389
-85,041
-33% -$2.43M 0.01% 676
2022
Q3 		$6.75M Buy
261,430
+16,055
+7% +$529K 0.02% 621
2022
Q2 		$7.77M Sell
245,375
-4,482
-2% -$172K 0.02% 602
2022
Q1 		$12.2M Buy
249,857
+155
+0.1% +$7.42K 0.03% 556
2021
Q4 		$13.7M Buy
249,702
+249,051
+38,257% +$13.6M 0.03% 575
2021
Q3 		$31K Buy
651
+650
+65,000% +$31.2K ﹤0.01% 1908
2021
Q2 		$1K Buy
+1
New +$43 ﹤0.01% 2120
2017
Q3 		– Sell
-50,900
Closed -$1M – 2146
2017
Q2 		$1M Hold
50,900
– – ﹤0.01% 1196
2017
Q1 		$812K Buy
+50,900
New +$834K ﹤0.01% 1229
2014
Q2 		– Sell
-121,199
Closed -$4.26M – 1966
2014
Q1 		$4.26M Sell
121,199
-63,330
-34% -$2.22M 0.01% 681
2013
Q4 		$6.57M Sell
184,529
-21,239
-10% -$669K 0.02% 560
2013
Q3 		$5.29M Buy
205,768
+40,590
+25% +$1.08M 0.02% 568
2013
Q2 		$4.25M Buy
+165,178
New +$4.88M 0.02% 628

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

Federated Hermes's CG Position: Q1 2026 in Review

Federated Hermes reduced its Carlyle Group (CG) stake by 3.7% in Q1 2026, selling an estimated $38.5K and leaving 17,974 shares worth $870K. The position accounts for ﹤0.01% of the portfolio, ranked #1157.

Federated Hermes first reported a position in CG in Q2 2013 and has held it in 24 quarters since. The position peaked at $13.7M in Q4 2021. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Federated Hermes held 17,974 shares of Carlyle Group worth $870K as of Q1 2026.
  • Federated Hermes sold 698 Carlyle Group shares in Q1 2026, an estimated $38.5K.
  • Carlyle Group made up ﹤0.01% of Federated Hermes's portfolio in Q1 2026, its #1157 holding.
  • Federated Hermes first reported a position in Carlyle Group in Q2 2013 and has held it in 24 quarters since.
  • Federated Hermes's Carlyle Group position peaked at $13.7M in Q4 2021.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Federated Hermes's 13F filing for Q1 2026, filed 11 May 2026.