FCM
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Fieldview Capital Management’s Carlyle Group CG Stock Holding History

Fieldview Capital Management’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
-7,006
Closed -$414K – 514
2025
Q4 		$414K Buy
+7,006
New +$398K 0.07% 307
2025
Q1 		– Sell
-6,321
Closed -$319K – 434
2024
Q4 		$319K Buy
+6,321
New +$320K 0.05% 351

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Vanguard Portfolio Management
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Vanguard Capital Management
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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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Fieldview Capital Management's CG Position: Q1 2026 in Review

Fieldview Capital Management sold out of Carlyle Group (CG) in Q1 2026, closing a stake of 7,006 shares — an estimated $414K sold.

Fieldview Capital Management first reported a position in CG in Q4 2024 and held it in 2 quarters. The position peaked at $414K in Q4 2025. 604 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Fieldview Capital Management reported no remaining Carlyle Group position as of Q1 2026 after selling out during the quarter.
  • Fieldview Capital Management sold 7,006 Carlyle Group shares in Q1 2026, an estimated $414K.
  • Fieldview Capital Management first reported a position in Carlyle Group in Q4 2024 and held it in 2 quarters.
  • Fieldview Capital Management's Carlyle Group position peaked at $414K in Q4 2025.
  • 604 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Fieldview Capital Management's 13F filing for Q1 2026, filed 14 May 2026.