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Meeder Asset Management’s Carlyle Group CG Stock Holding History

Meeder Asset 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
2026
Q1 		– Sell
-102
Closed -$6.03K – 911
2025
Q4 		$6.03K Sell
102
-5
-5% -$284 ﹤0.01% 767
2025
Q3 		$6.71K Buy
+107
New +$6.68K ﹤0.01% 620
2022
Q4 		– Sell
-213
Closed -$6K – 995
2022
Q3 		$6K Sell
213
-73
-26% -$2.4K ﹤0.01% 1492
2022
Q2 		$9K Buy
286
+262
+1,092% +$10K ﹤0.01% 1405
2022
Q1 		$1K Hold
24
– – ﹤0.01% 2152
2021
Q4 		$1K Buy
+24
New +$1.31K ﹤0.01% 1012

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
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 $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Meeder Asset Management's CG Position: Q1 2026 in Review

Meeder Asset Management sold out of Carlyle Group (CG) in Q1 2026, closing a stake of 102 shares — an estimated $6.03K sold.

Meeder Asset Management first reported a position in CG in Q4 2021 and held it in 6 quarters. The position peaked at $9K in Q2 2022. 605 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Meeder Asset Management reported no remaining Carlyle Group position as of Q1 2026 after selling out during the quarter.
  • Meeder Asset Management sold 102 Carlyle Group shares in Q1 2026, an estimated $6.03K.
  • Meeder Asset Management first reported a position in Carlyle Group in Q4 2021 and held it in 6 quarters.
  • Meeder Asset Management's Carlyle Group position peaked at $9K in Q2 2022.
  • 605 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Meeder Asset Management's 13F filing for Q1 2026, filed 7 May 2026.