Mercer Global Advisors
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Mercer Global Advisors’s Carlyle Group CG Stock Holding History

Mercer Global Advisors’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 		$850K Sell
17,567
-550
-3% -$30.3K ﹤0.01% 1648
2025
Q4 		$1.07M Buy
18,117
+2,372
+15% +$135K ﹤0.01% 1420
2025
Q3 		$987K Sell
15,745
-1,851
-11% -$116K ﹤0.01% 1391
2025
Q2 		$904K Sell
17,596
-1,862
-10% -$80.2K ﹤0.01% 1265
2025
Q1 		$848K Buy
19,458
+2,152
+12% +$107K ﹤0.01% 1212
2024
Q4 		$874K Sell
17,306
-9,310
-35% -$472K ﹤0.01% 1178
2024
Q3 		$1.15M Sell
26,616
-35,068
-57% -$1.47M ﹤0.01% 964
2024
Q2 		$2.48M Buy
61,684
+318
+0.5% +$13.7K 0.01% 662
2024
Q1 		$2.88M Sell
61,366
-1,110
-2% -$48K 0.01% 621
2023
Q4 		$2.54M Buy
62,476
+3,293
+6% +$108K 0.01% 660
2023
Q3 		$1.78M Buy
59,183
+9,187
+18% +$296K 0.01% 745
2023
Q2 		$1.6M Buy
49,996
+2,539
+5% +$74.2K 0.01% 796
2023
Q1 		$1.47M Buy
47,457
+7,293
+18% +$243K 0.01% 775
2022
Q4 		$1.2M Sell
40,164
-440
-1% -$12.6K 0.01% 843
2022
Q3 		$1.05M Buy
40,604
+10,652
+36% +$351K 0.01% 825
2022
Q2 		$948K Buy
29,952
+19,142
+177% +$734K 0.01% 871
2022
Q1 		$529K Buy
10,810
+3,053
+39% +$146K ﹤0.01% 1199
2021
Q4 		$426K Buy
7,757
+1,393
+22% +$75.9K ﹤0.01% 1289
2021
Q3 		$301K Buy
+6,364
New +$305K ﹤0.01% 1426

Other funds holding CG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Mercer Global Advisors's CG Position: Q1 2026 in Review

Mercer Global Advisors reduced its Carlyle Group (CG) stake by 3% in Q1 2026, selling an estimated $30.3K and leaving 17,567 shares worth $850K. The position accounts for ﹤0.01% of the portfolio, ranked #1648.

Mercer Global Advisors first reported a position in CG in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.88M in Q1 2024. 601 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Mercer Global Advisors held 17,567 shares of Carlyle Group worth $850K as of Q1 2026.
  • Mercer Global Advisors sold 550 Carlyle Group shares in Q1 2026, an estimated $30.3K.
  • Carlyle Group made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1648 holding.
  • Mercer Global Advisors first reported a position in Carlyle Group in Q3 2021 and has held it in 19 quarters since.
  • Mercer Global Advisors's Carlyle Group position peaked at $2.88M in Q1 2024.
  • 601 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.