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Hamilton Capital Partners (Canada)’s Carlyle Group CG Stock Holding History

Hamilton Capital Partners (Canada)’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 		$142K Sell
3,365
-1,611
-32% -$75.7K ﹤0.01% 205
2026
Q1 		$241K Hold
4,976
– – 0.01% 191
2025
Q4 		$294K Sell
4,976
-453
-8% -$25.7K 0.01% 177
2025
Q3 		$340K Sell
5,429
-416
-7% -$26K 0.01% 179
2025
Q2 		$300K Sell
5,845
-2,692
-32% -$116K 0.02% 162
2025
Q1 		$372K Sell
8,537
-245
-3% -$12.2K 0.02% 138
2024
Q4 		$443K Buy
8,782
+3,182
+57% +$161K 0.03% 128
2024
Q3 		$241K Buy
5,600
+1,800
+47% +$75.5K 0.02% 155
2024
Q2 		$153K Buy
+3,800
New +$164K 0.02% 166
2023
Q1 		– Sell
-20,088
Closed -$599K – 64
2022
Q4 		$599K Buy
+20,088
New +$573K 0.25% 44

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Capital World Investors
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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
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

Hamilton Capital Partners (Canada)'s CG Position: Q2 2026 in Review

Hamilton Capital Partners (Canada) reduced its Carlyle Group (CG) stake by 32% in Q2 2026, selling an estimated $75.7K and leaving 3,365 shares worth $142K. The position accounts for ﹤0.01% of the portfolio, ranked #205.

Hamilton Capital Partners (Canada) first reported a position in CG in Q4 2022 and has held it in 10 quarters since. The position peaked at $599K in Q4 2022. 547 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Hamilton Capital Partners (Canada) held 3,365 shares of Carlyle Group worth $142K as of Q2 2026.
  • Hamilton Capital Partners (Canada) sold 1,611 Carlyle Group shares in Q2 2026, an estimated $75.7K.
  • Carlyle Group made up ﹤0.01% of Hamilton Capital Partners (Canada)'s portfolio in Q2 2026, its #205 holding.
  • Hamilton Capital Partners (Canada) first reported a position in Carlyle Group in Q4 2022 and has held it in 10 quarters since.
  • Hamilton Capital Partners (Canada)'s Carlyle Group position peaked at $599K in Q4 2022.
  • 547 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Hamilton Capital Partners (Canada)'s 13F filing for Q2 2026, filed 14 Aug 2026.