FC
CG icon

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

FORA Capital's CG Position: Q4 2025 in Review

FORA Capital sold out of Carlyle Group (CG) in Q4 2025, closing a stake of 4,077 shares — an estimated $256K sold.

FORA Capital first reported a position in CG in Q3 2020 and held it in 10 quarters. The position peaked at $1.44M in Q4 2023. 626 funds tracked by Wall St. Rank hold CG as of Q4 2025.

  • FORA Capital reported no remaining Carlyle Group position as of Q4 2025 after selling out during the quarter.
  • FORA Capital sold 4,077 Carlyle Group shares in Q4 2025, an estimated $256K.
  • FORA Capital first reported a position in Carlyle Group in Q3 2020 and held it in 10 quarters.
  • FORA Capital's Carlyle Group position peaked at $1.44M in Q4 2023.
  • 626 funds tracked by Wall St. Rank held Carlyle Group as of Q4 2025.

Based on FORA Capital's 13F filing for Q4 2025, filed 13 Feb 2026.