FGP
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Freestone Grove Partners’s Carlyle Group CG Stock Holding History

Freestone Grove Partners’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 		$33.5M Buy
693,262
+249,120
+56% +$13.7M 0.24% 145
2025
Q4 		$26.3M Buy
+444,142
New +$25.2M 0.19% 172
2025
Q2 		– Sell
-62,764
Closed -$2.74M – 692
2025
Q1 		$2.74M Sell
62,764
-132,495
-68% -$6.57M 0.03% 301
2024
Q4 		$9.86M Buy
+195,259
New +$9.9M 0.12% 196

Other funds holding CG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Freestone Grove Partners's CG Position: Q1 2026 in Review

Freestone Grove Partners increased its Carlyle Group (CG) stake by 56% in Q1 2026, buying an estimated $13.7M and bringing the position to 693,262 shares worth $33.5M. The position accounts for 0.24% of the portfolio, ranked #145.

Freestone Grove Partners first reported a position in CG in Q4 2024 and has held it in 4 quarters since. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Freestone Grove Partners held 693,262 shares of Carlyle Group worth $33.5M as of Q1 2026.
  • Freestone Grove Partners bought 249,120 Carlyle Group shares in Q1 2026, an estimated $13.7M.
  • Carlyle Group made up 0.24% of Freestone Grove Partners's portfolio in Q1 2026, its #145 holding.
  • Freestone Grove Partners first reported a position in Carlyle Group in Q4 2024 and has held it in 4 quarters since.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.