MCM
CG icon

Maltese Capital Management’s Carlyle Group CG Stock Holding History

Maltese Capital 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
2020
Q1 		– Sell
-100,000
Closed -$3.21M – 175
2019
Q4 		$3.21M Buy
+100,000
New +$2.83M 0.27% 112

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 $315B AUM 27.84% 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

Maltese Capital Management's CG Position: Q4 2025 in Review

Maltese Capital Management sold out of Carlyle Group (CG) in Q4 2025, closing a stake of 25,000 shares — an estimated $1.57M sold.

Maltese Capital Management first reported a position in CG in Q4 2020 and held it in 9 quarters. The position peaked at $7.32M in Q1 2021. 627 funds tracked by Wall St. Rank hold CG as of Q4 2025.

  • Maltese Capital Management reported no remaining Carlyle Group position as of Q4 2025 after selling out during the quarter.
  • Maltese Capital Management sold 25,000 Carlyle Group shares in Q4 2025, an estimated $1.57M.
  • Maltese Capital Management first reported a position in Carlyle Group in Q4 2020 and held it in 9 quarters.
  • Maltese Capital Management's Carlyle Group position peaked at $7.32M in Q1 2021.
  • 627 funds tracked by Wall St. Rank held Carlyle Group as of Q4 2025.

Based on Maltese Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.