FORA Capital’s Carlyle Group CG Stock Holding History

FORA Capital’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 Q2	$679K	Buy	+16,129	New	+$758K	0.05%	242
2025 Q4	–	Sell	-4,077	Closed	-$256K	–	463
2025 Q3	$256K	Buy	+4,077	New	+$255K	0.05%	398
2024 Q3	–	Sell	-6,914	Closed	-$278K	–	457
2024 Q2	$278K	Buy	+6,914	New	+$299K	0.03%	331
2024 Q1	–	Sell	-35,381	Closed	-$1.44M	–	426
2023 Q4	$1.44M	Buy	+35,381	New	+$1.16M	0.12%	206
2023 Q2	–	Sell	-29,708	Closed	-$923K	–	383
2023 Q1	$923K	Buy	+29,708	New	+$991K	0.09%	260
2022 Q4	–	Sell	-19,953	Closed	-$516K	–	485
2022 Q3	$516K	Buy	19,953 +6,712	+51%	+$221K	0.1%	251
2022 Q2	$419K	Buy	+13,241	New	+$507K	0.08%	280
2021 Q3	–	Sell	-10,785	Closed	-$501K	–	446
2021 Q2	$501K	Buy	10,785 +5,928	+122%	+$252K	0.09%	258
2021 Q1	$179K	Sell	4,857 -10,562	-68%	-$370K	0.06%	308
2020 Q4	$485K	Buy	15,419 +8,277	+116%	+$233K	0.07%	294
2020 Q3	$176K	Buy	+7,142	New	+$193K	0.12%	194

Other funds holding CG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

FORA Capital's CG Position: Q2 2026 in Review

FORA Capital opened a new position in Carlyle Group (CG) in Q2 2026: 16,129 shares worth $679K. The stake represents 0.05% of the portfolio and ranks #242 among its holdings. This is a return to the name: FORA Capital previously reported a position in CG as recently as Q3 2025.

FORA Capital first reported a position in CG in Q3 2020 and has held it in 11 quarters since. The position peaked at $1.44M in Q4 2023. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

FORA Capital held 16,129 shares of Carlyle Group worth $679K as of Q2 2026.
Carlyle Group was a new FORA Capital position in Q2 2026.
Carlyle Group made up 0.05% of FORA Capital's portfolio in Q2 2026, its #242 holding.
FORA Capital first reported a position in Carlyle Group in Q3 2020 and has held it in 11 quarters since.
FORA Capital's Carlyle Group position peaked at $1.44M in Q4 2023.
588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.