Massachusetts Financial Services
CG icon

Massachusetts Financial Services’s Carlyle Group CG Stock Holding History

Massachusetts Financial Services’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
Q1 		$373M Sell
7,649,009
-86,289
-1% -$4.76M 0.13% 170
2025
Q4 		$457M Buy
7,735,298
+117,223
+2% +$6.66M 0.15% 149
2025
Q3 		$478M Buy
7,618,075
+479,216
+7% +$29.9M 0.15% 150
2025
Q2 		$367M Buy
7,138,859
+311,300
+5% +$13.4M 0.12% 178
2025
Q1 		$298M Buy
6,827,559
+476,127
+7% +$23.6M 0.1% 208
2024
Q4 		$321M Buy
6,351,432
+4,244,131
+201% +$215M 0.1% 205
2024
Q3 		$90.7M Buy
2,107,301
+391,553
+23% +$16.4M 0.03% 405
2024
Q2 		$68.9M Buy
1,715,748
+1,705,982
+17,469% +$73.7M 0.02% 415
2024
Q1 		$458K Buy
+9,766
New +$422K ﹤0.01% 813

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VPM
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VCM
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State Street
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William Blair Investment Management
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Alkeon Capital Management
Alkeon Capital Management New York $22.1B AUM 51.63% 1-Year Est. Return