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
Q2 		– Sell
-693,262
Closed -$33.5M – 1068
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

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Vanguard Capital Management
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Freestone Grove Partners's CG Position: Q2 2026 in Review

Freestone Grove Partners sold out of Carlyle Group (CG) in Q2 2026, closing a stake of 693,262 shares — an estimated $33.5M sold.

Freestone Grove Partners first reported a position in CG in Q4 2024 and held it in 4 quarters. The position peaked at $33.5M in Q1 2026. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Freestone Grove Partners reported no remaining Carlyle Group position as of Q2 2026 after selling out during the quarter.
  • Freestone Grove Partners sold 693,262 Carlyle Group shares in Q2 2026, an estimated $33.5M.
  • Freestone Grove Partners first reported a position in Carlyle Group in Q4 2024 and held it in 4 quarters.
  • Freestone Grove Partners's Carlyle Group position peaked at $33.5M in Q1 2026.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.