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INTECH Investment Management’s Carlyle Group CG Stock Holding History

INTECH Investment 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
2025
Q4 		– Sell
-7,740
Closed -$485K – 2350
2025
Q3 		$485K Buy
+7,740
New +$484K ﹤0.01% 1596
2025
Q2 		– Sell
-11,229
Closed -$489K – 2494
2025
Q1 		$489K Sell
11,229
-1,589
-12% -$78.8K 0.01% 1627
2024
Q4 		$647K Buy
12,818
+7,070
+123% +$358K 0.01% 1412
2024
Q3 		$248K Hold
5,748
– – ﹤0.01% 1620
2024
Q2 		$231K Buy
5,748
+16
+0.3% +$691 ﹤0.01% 1031
2024
Q1 		$269K Buy
+5,732
New +$248K ﹤0.01% 612
2023
Q3 		– Sell
-12,461
Closed -$398K – 715
2023
Q2 		$398K Sell
12,461
-16,102
-56% -$470K ﹤0.01% 628
2023
Q1 		$887K Sell
28,563
-644
-2% -$21.5K 0.01% 537
2022
Q4 		$872K Sell
29,207
-124
-0.4% -$3.54K 0.01% 542
2022
Q3 		$758K Buy
29,331
+14,311
+95% +$471K 0.01% 553
2022
Q2 		$476K Buy
+15,020
New +$576K ﹤0.01% 615

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

INTECH Investment Management's CG Position: Q4 2025 in Review

INTECH Investment Management sold out of Carlyle Group (CG) in Q4 2025, closing a stake of 7,740 shares — an estimated $485K sold.

INTECH Investment Management first reported a position in CG in Q2 2022 and held it in 11 quarters. The position peaked at $887K in Q1 2023. 626 funds tracked by Wall St. Rank hold CG as of Q4 2025.

  • INTECH Investment Management reported no remaining Carlyle Group position as of Q4 2025 after selling out during the quarter.
  • INTECH Investment Management sold 7,740 Carlyle Group shares in Q4 2025, an estimated $485K.
  • INTECH Investment Management first reported a position in Carlyle Group in Q2 2022 and held it in 11 quarters.
  • INTECH Investment Management's Carlyle Group position peaked at $887K in Q1 2023.
  • 626 funds tracked by Wall St. Rank held Carlyle Group as of Q4 2025.

Based on INTECH Investment Management's 13F filing for Q4 2025, filed 10 Feb 2026.