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John Overdeck’s Carlyle Group CG Stock Holding History

John Overdeck’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 		$2.06M Buy
+48,931
New +$2.3M ﹤0.01% 2971
2024
Q4 		– Sell
-30,900
Closed -$1.33M – 3236
2024
Q3 		$1.33M Buy
30,900
+14,000
+83% +$587K ﹤0.01% 1944
2024
Q2 		$679K Buy
+16,900
New +$730K ﹤0.01% 2214
2023
Q2 		– Sell
-33,500
Closed -$1.04M – 3037
2023
Q1 		$1.04M Buy
+33,500
New +$1.12M ﹤0.01% 1847
2022
Q4 		– Sell
-39,187
Closed -$1.01M – 2822
2022
Q3 		$1.01M Sell
39,187
-55,645
-59% -$1.83M ﹤0.01% 1467
2022
Q2 		$3M Sell
94,832
-355,432
-79% -$13.6M 0.01% 985
2022
Q1 		$22M Sell
450,264
-470,358
-51% -$22.5M 0.07% 363
2021
Q4 		$50.5M Buy
920,622
+224,340
+32% +$12.2M 0.11% 223
2021
Q3 		$32.9M Buy
696,282
+690,636
+12,232% +$33.1M 0.07% 297
2021
Q2 		$262K Buy
+5,646
New +$240K ﹤0.01% 3605

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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

John Overdeck's CG Position: Q2 2026 in Review

John Overdeck opened a new position in Carlyle Group (CG) in Q2 2026: 48,931 shares worth $2.06M. The stake represents ﹤0.01% of the portfolio and ranks #2971 among its holdings. This is a return to the name: John Overdeck previously reported a position in CG as recently as Q3 2024.

John Overdeck first reported a position in CG in Q2 2021 and has held it in 10 quarters since. The position peaked at $50.5M in Q4 2021. 583 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • John Overdeck held 48,931 shares of Carlyle Group worth $2.06M as of Q2 2026.
  • Carlyle Group was a new John Overdeck position in Q2 2026.
  • Carlyle Group made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2971 holding.
  • John Overdeck first reported a position in Carlyle Group in Q2 2021 and has held it in 10 quarters since.
  • John Overdeck's Carlyle Group position peaked at $50.5M in Q4 2021.
  • 583 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.