Fielder Capital Group’s Carlyle Group CG Stock Holding History

Fielder Capital 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	–	Sell	-3,984	Closed	-$235K	–	293
2025 Q4	$235K	Buy	+3,984	New	+$226K	0.05%	242

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VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Fielder Capital Group's CG Position: Q1 2026 in Review

Fielder Capital Group sold out of Carlyle Group (CG) in Q1 2026, closing a stake of 3,984 shares — an estimated $235K sold.

Fielder Capital Group first reported a position in CG in Q4 2025 and held it in 1 quarter. The position peaked at $235K in Q4 2025. 601 funds tracked by Wall St. Rank hold CG as of Q1 2026.

Fielder Capital Group reported no remaining Carlyle Group position as of Q1 2026 after selling out during the quarter.
Fielder Capital Group sold 3,984 Carlyle Group shares in Q1 2026, an estimated $235K.
Fielder Capital Group first reported a position in Carlyle Group in Q4 2025 and held it in 1 quarter.
Fielder Capital Group's Carlyle Group position peaked at $235K in Q4 2025.
601 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Fielder Capital Group's 13F filing for Q1 2026, filed 12 May 2026.