Northwestern Mutual Investment Management Company’s Carlyle Group CG Stock Holding History

Northwestern Mutual Investment Management Company’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	$2.46M	Buy	58,302 +168	+0.3%	+$7.89K	0.03%	263
2026 Q1	$2.81M	Buy	58,134 +75	+0.1%	+$4.14K	0.04%	190
2025 Q4	$3.43M	Buy	58,059 +10	+0%	+$568	0.04%	140
2025 Q3	$3.64M	Buy	58,049 +10,476	+22%	+$654K	0.05%	125
2025 Q2	$2.45M	Buy	47,573 +652	+1%	+$28.1K	0.04%	206
2025 Q1	$2.05M	Buy	46,921 +20	+0%	+$992	0.03%	233
2024 Q4	$2.37M	Buy	46,901 +252	+0.5%	+$12.8K	0.05%	190
2024 Q3	$2.01M	Sell	46,649 -1,544	-3%	-$64.8K	0.05%	246
2024 Q2	$1.93M	Sell	48,193 -92	-0.2%	-$3.97K	0.05%	234
2024 Q1	$2.27M	Buy	48,285 +126	+0.3%	+$5.45K	0.06%	191
2023 Q4	$1.96M	Buy	+48,159	New	+$1.59M	0.05%	198

Other funds holding CG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Investment Management Company's CG Position: Q2 2026 in Review

Northwestern Mutual Investment Management Company increased its Carlyle Group (CG) stake by 0.29% in Q2 2026, buying an estimated $7.89K and bringing the position to 58,302 shares worth $2.46M. The position accounts for 0.03% of the portfolio, ranked #263.

Northwestern Mutual Investment Management Company first reported a position in CG in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.64M in Q3 2025. 412 funds tracked by Wall St. Rank hold CG as of Q2 2026.

Northwestern Mutual Investment Management Company held 58,302 shares of Carlyle Group worth $2.46M as of Q2 2026.
Northwestern Mutual Investment Management Company bought 168 Carlyle Group shares in Q2 2026, an estimated $7.89K.
Carlyle Group made up 0.03% of Northwestern Mutual Investment Management Company's portfolio in Q2 2026, its #263 holding.
Northwestern Mutual Investment Management Company first reported a position in Carlyle Group in Q4 2023 and has held it in 11 quarters since.
Northwestern Mutual Investment Management Company's Carlyle Group position peaked at $3.64M in Q3 2025.
412 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Northwestern Mutual Investment Management Company's 13F filing for Q2 2026, filed 12 Aug 2026.