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
Q2 		$552K Sell
13,101
-4,466
-25% -$210K ﹤0.01% 2211
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 $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

Mercer Global Advisors's CG Position: Q2 2026 in Review

Mercer Global Advisors reduced its Carlyle Group (CG) stake by 25% in Q2 2026, selling an estimated $210K and leaving 13,101 shares worth $552K. The position accounts for ﹤0.01% of the portfolio, ranked #2211.

Mercer Global Advisors first reported a position in CG in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.88M in Q1 2024. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Mercer Global Advisors held 13,101 shares of Carlyle Group worth $552K as of Q2 2026.
  • Mercer Global Advisors sold 4,466 Carlyle Group shares in Q2 2026, an estimated $210K.
  • Carlyle Group made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2211 holding.
  • Mercer Global Advisors first reported a position in Carlyle Group in Q3 2021 and has held it in 20 quarters since.
  • Mercer Global Advisors's Carlyle Group position peaked at $2.88M in Q1 2024.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.