FFM
CG icon

Forum Financial Management’s Carlyle Group CG Stock Holding History

Forum Financial 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
-8,886
Closed -$525K – 452
2025
Q4 		$525K Sell
8,886
-22
-0.2% -$1.25K 0.01% 448
2025
Q3 		$559K Buy
8,908
+882
+11% +$55.1K 0.01% 417
2025
Q2 		$413K Buy
8,026
+642
+9% +$27.7K 0.01% 488
2025
Q1 		$322K Buy
7,384
+844
+13% +$41.9K 0.01% 562
2024
Q4 		$330K Buy
+6,540
New +$332K 0.01% 559

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Forum Financial Management's CG Position: Q1 2026 in Review

Forum Financial Management sold out of Carlyle Group (CG) in Q1 2026, closing a stake of 8,886 shares — an estimated $525K sold.

Forum Financial Management first reported a position in CG in Q4 2024 and held it in 5 quarters. The position peaked at $559K in Q3 2025. 604 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Forum Financial Management reported no remaining Carlyle Group position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 8,886 Carlyle Group shares in Q1 2026, an estimated $525K.
  • Forum Financial Management first reported a position in Carlyle Group in Q4 2024 and held it in 5 quarters.
  • Forum Financial Management's Carlyle Group position peaked at $559K in Q3 2025.
  • 604 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.