First Manhattan’s Carlyle Group CG Stock Holding History

First Manhattan’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	$593K	Hold	12,250	–	–	﹤0.01%	528
2025 Q4	$724K	Hold	12,250	–	–	﹤0.01%	487
2025 Q3	$768K	Sell	12,250 -1,825	-13%	-$114K	﹤0.01%	463
2025 Q2	$723K	Hold	14,075	–	–	﹤0.01%	469
2025 Q1	$614K	Hold	14,075	–	–	﹤0.01%	463
2024 Q4	$711K	Hold	14,075	–	–	﹤0.01%	441
2024 Q3	$606K	Sell	14,075 -650	-4%	-$27.3K	﹤0.01%	447
2024 Q2	$591K	Hold	14,725	–	–	﹤0.01%	439
2024 Q1	$691K	Hold	14,725	–	–	﹤0.01%	433
2023 Q4	$599K	Buy	14,725 +1,500	+11%	+$49.4K	﹤0.01%	446
2023 Q3	$399K	Hold	13,225	–	–	﹤0.01%	529
2023 Q2	$423K	Hold	13,225	–	–	﹤0.01%	524
2023 Q1	$411K	Sell	13,225 -1,075	-8%	-$35.9K	﹤0.01%	537
2022 Q4	$427K	Sell	14,300 -650	-4%	-$18.6K	﹤0.01%	544
2022 Q3	$386K	Hold	14,950	–	–	﹤0.01%	556
2022 Q2	$473K	Hold	14,950	–	–	﹤0.01%	553
2022 Q1	$731K	Sell	14,950 -1,000	-6%	-$47.9K	﹤0.01%	505
2021 Q4	$875K	Buy	15,950 +12,550	+369%	+$684K	﹤0.01%	453
2021 Q3	$160K	Buy	3,400 +700	+26%	+$33.6K	﹤0.01%	780
2021 Q2	$125K	Hold	2,700	–	–	﹤0.01%	814
2021 Q1	$99K	Sell	2,700 -50	-2%	-$1.75K	﹤0.01%	832
2020 Q4	$86K	Hold	2,750	–	–	﹤0.01%	815
2020 Q3	$67K	Hold	2,750	–	–	﹤0.01%	832
2020 Q2	$76K	Buy	2,750 +2,700	+5,400%	+$69.3K	﹤0.01%	813
2020 Q1	$1K	Hold	50	–	–	﹤0.01%	1325
2019 Q4	$1K	Sell	50 -4,000	-99%	-$113K	﹤0.01%	1263
2019 Q3	$103K	Hold	4,050	–	–	﹤0.01%	796
2019 Q2	$91K	Hold	4,050	–	–	﹤0.01%	838
2019 Q1	$74K	Sell	4,050 -630	-13%	-$11.4K	﹤0.01%	885
2018 Q4	$73K	Hold	4,680	–	–	﹤0.01%	849
2018 Q3	$105K	Hold	4,680	–	–	﹤0.01%	836
2018 Q2	$99K	Hold	4,680	–	–	﹤0.01%	820
2018 Q1	$99K	Hold	4,680	–	–	﹤0.01%	805
2017 Q4	$107K	Sell	4,680 -5,500	-54%	-$123K	﹤0.01%	833
2017 Q3	$240K	Buy	10,180 +50	+0.5%	+$1.07K	﹤0.01%	644
2017 Q2	$200K	Hold	10,130	–	–	﹤0.01%	672
2017 Q1	$161K	Hold	10,130	–	–	﹤0.01%	724
2016 Q4	$154K	Sell	10,130 -700	-6%	-$10.8K	﹤0.01%	718
2016 Q3	$168K	Buy	10,830 +10,130	+1,447%	+$163K	﹤0.01%	704
2016 Q2	$11K	Hold	700	–	–	﹤0.01%	1199
2016 Q1	$11K	Hold	700	–	–	﹤0.01%	1147
2015 Q4	$10K	Buy	+700	New	+$12.5K	﹤0.01%	1170
2014 Q3	–	Sell	-1,000	Closed	-$33K	–	1439
2014 Q2	$33K	Buy	+1,000	New	+$32.9K	﹤0.01%	1027

Other funds holding CG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 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

First Manhattan's CG Position: Q1 2026 in Review

First Manhattan held its Carlyle Group (CG) position steady in Q1 2026 at 12,250 shares worth $593K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

First Manhattan first reported a position in CG in Q2 2014 and has held it in 43 quarters since. The position peaked at $875K in Q4 2021. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

First Manhattan held 12,250 shares of Carlyle Group worth $593K as of Q1 2026.
First Manhattan left its Carlyle Group share count unchanged in Q1 2026.
Carlyle Group made up ﹤0.01% of First Manhattan's portfolio in Q1 2026, its #528 holding.
First Manhattan first reported a position in Carlyle Group in Q2 2014 and has held it in 43 quarters since.
First Manhattan's Carlyle Group position peaked at $875K in Q4 2021.
600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.