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Lighthouse Investment Partners’s Carlyle Group CG Stock Holding History

Lighthouse Investment 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 		$2.46M Buy
58,359
+24,660
+73% +$1.16M 0.07% 332
2026
Q1 		$1.63M Buy
+33,699
New +$1.86M 0.06% 346
2025
Q4 		– Sell
-65,002
Closed -$4.08M – 909
2025
Q3 		$4.08M Sell
65,002
-42,037
-39% -$2.63M 0.12% 224
2025
Q2 		$5.5M Sell
107,039
-35,132
-25% -$1.51M 0.21% 146
2025
Q1 		$6.2M Buy
+142,171
New +$7.05M 0.26% 132

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

Lighthouse Investment Partners's CG Position: Q2 2026 in Review

Lighthouse Investment Partners increased its Carlyle Group (CG) stake by 73% in Q2 2026, buying an estimated $1.16M and bringing the position to 58,359 shares worth $2.46M. The position accounts for 0.07% of the portfolio, ranked #332.

Lighthouse Investment Partners first reported a position in CG in Q1 2025 and has held it in 5 quarters since. The position peaked at $6.2M in Q1 2025. 583 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Lighthouse Investment Partners held 58,359 shares of Carlyle Group worth $2.46M as of Q2 2026.
  • Lighthouse Investment Partners bought 24,660 Carlyle Group shares in Q2 2026, an estimated $1.16M.
  • Carlyle Group made up 0.07% of Lighthouse Investment Partners's portfolio in Q2 2026, its #332 holding.
  • Lighthouse Investment Partners first reported a position in Carlyle Group in Q1 2025 and has held it in 5 quarters since.
  • Lighthouse Investment Partners's Carlyle Group position peaked at $6.2M in Q1 2025.
  • 583 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

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