Nilsine Partners’s Carlyle Group CG Stock Holding History

Nilsine Partners’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	-16,084	Closed	-$951K	–	432
2025 Q4	$951K	Buy	16,084 +950	+6%	+$54K	0.08%	217
2025 Q3	$949K	Buy	+15,134	New	+$945K	0.09%	210

Other funds holding CG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Nilsine Partners's CG Position: Q1 2026 in Review

Nilsine Partners sold out of Carlyle Group (CG) in Q1 2026, closing a stake of 16,084 shares — an estimated $951K sold.

Nilsine Partners first reported a position in CG in Q3 2025 and held it in 2 quarters. The position peaked at $951K in Q4 2025. 601 funds tracked by Wall St. Rank hold CG as of Q1 2026.

Nilsine Partners reported no remaining Carlyle Group position as of Q1 2026 after selling out during the quarter.
Nilsine Partners sold 16,084 Carlyle Group shares in Q1 2026, an estimated $951K.
Nilsine Partners first reported a position in Carlyle Group in Q3 2025 and held it in 2 quarters.
Nilsine Partners's Carlyle Group position peaked at $951K in Q4 2025.
601 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Nilsine Partners's 13F filing for Q1 2026, filed 29 Apr 2026.