Nuveen
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Nuveen’s Carlyle Group CG Stock Holding History

Nuveen’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 		$40.3M Sell
955,965
-3,551
-0.4% -$167K 0.01% 833
2026
Q1 		$46.4M Buy
959,516
+286,869
+43% +$15.8M 0.01% 687
2025
Q4 		$39.8M Sell
672,647
-156,198
-19% -$8.87M 0.01% 761
2025
Q3 		$52M Buy
828,845
+420,718
+103% +$26.3M 0.01% 600
2025
Q2 		$21M Sell
408,127
-68,893
-14% -$2.97M 0.01% 1077
2025
Q1 		$20.8M Sell
477,020
-6,082
-1% -$302K 0.01% 1114
2024
Q4 		$24.4M Buy
483,102
+26,773
+6% +$1.36M 0.01% 1042
2024
Q3 		$19.6M Sell
456,329
-1,685
-0.4% -$70.7K 0.01% 1209
2024
Q2 		$18.4M Sell
458,014
-83,536
-15% -$3.61M 0.01% 1189
2024
Q1 		$25.4M Sell
541,550
-35,107
-6% -$1.52M 0.01% 1025
2023
Q4 		$23.5M Buy
576,657
+8,621
+2% +$284K 0.01% 1048
2023
Q3 		$17.1M Buy
568,036
+50,363
+10% +$1.62M 0.01% 1128
2023
Q2 		$16.5M Sell
517,673
-219,827
-30% -$6.42M 0.01% 1195
2023
Q1 		$22.9M Sell
737,500
-155,986
-17% -$5.2M 0.01% 955
2022
Q4 		$26.7M Buy
893,486
+30,066
+3% +$858K 0.01% 853
2022
Q3 		$22.3M Buy
863,420
+81,902
+10% +$2.7M 0.01% 940
2022
Q2 		$24.7M Sell
781,518
-5,287
-0.7% -$203K 0.01% 899
2022
Q1 		$36.5M Buy
786,805
+40,015
+5% +$1.92M 0.01% 802
2021
Q4 		$41M Buy
746,790
+63,402
+9% +$3.45M 0.01% 787
2021
Q3 		$32.3M Buy
683,388
+92,212
+16% +$4.42M 0.01% 935
2021
Q2 		$27.5M Buy
591,176
+39,872
+7% +$1.7M 0.01% 1130
2021
Q1 		$20.3M Buy
551,304
+58,467
+12% +$2.05M 0.01% 1311
2020
Q4 		$15.5M Buy
492,837
+30,735
+7% +$866K 0.01% 1412
2020
Q3 		$11.4M Buy
462,102
+167,286
+57% +$4.51M ﹤0.01% 1441
2020
Q2 		$8.23M Buy
+294,816
New +$7.57M ﹤0.01% 1622

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

Nuveen's CG Position: Q2 2026 in Review

Nuveen reduced its Carlyle Group (CG) stake by 0.37% in Q2 2026, selling an estimated $167K and leaving 955,965 shares worth $40.3M. The position accounts for 0.01% of the portfolio, ranked #833.

Nuveen first reported a position in CG in Q2 2020 and has held it in 25 quarters since. The position peaked at $52M in Q3 2025. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Nuveen held 955,965 shares of Carlyle Group worth $40.3M as of Q2 2026.
  • Nuveen sold 3,551 Carlyle Group shares in Q2 2026, an estimated $167K.
  • Carlyle Group made up 0.01% of Nuveen's portfolio in Q2 2026, its #833 holding.
  • Nuveen first reported a position in Carlyle Group in Q2 2020 and has held it in 25 quarters since.
  • Nuveen's Carlyle Group position peaked at $52M in Q3 2025.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Nuveen's 13F filing for Q2 2026, filed 11 Aug 2026.