Ohio Public Employees Retirement System (OPERS)
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Ohio Public Employees Retirement System (OPERS)’s Carlyle Group CG Stock Holding History

Ohio Public Employees Retirement System (OPERS)’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 		$3.68M Sell
76,122
-2,594
-3% -$143K 0.01% 797
2025
Q4 		$4.65M Sell
78,716
-2,986
-4% -$170K 0.01% 738
2025
Q3 		$5.12M Buy
81,702
+507
+0.6% +$31.7K 0.02% 690
2025
Q2 		$4.17M Buy
81,195
+13,781
+20% +$594K 0.01% 750
2025
Q1 		$2.94M Sell
67,414
-7,796
-10% -$387K 0.01% 873
2024
Q4 		$3.8M Sell
75,210
-4,306
-5% -$218K 0.01% 824
2024
Q3 		$3.42M Sell
79,516
-3,961
-5% -$166K 0.01% 847
2024
Q2 		$3.35M Sell
83,477
-1,347
-2% -$58.2K 0.01% 771
2024
Q1 		$3.98M Sell
84,824
-13,978
-14% -$604K 0.02% 707
2023
Q4 		$4.02M Buy
98,802
+7,233
+8% +$238K 0.02% 733
2023
Q3 		$2.76M Sell
91,569
-7,851
-8% -$253K 0.01% 844
2023
Q2 		$3.18M Sell
99,420
-3,513
-3% -$103K 0.01% 829
2023
Q1 		$3.2M Sell
102,933
-4,537
-4% -$151K 0.01% 825
2022
Q4 		$3.21M Buy
107,470
+64
+0.1% +$1.83K 0.01% 823
2022
Q3 		$2.77M Sell
107,406
-1,308
-1% -$43.1K 0.01% 883
2022
Q2 		$3.44M Buy
108,714
+16,848
+18% +$646K 0.01% 827
2022
Q1 		$4.49M Buy
91,866
+2,163
+2% +$104K 0.02% 767
2021
Q4 		$4.92M Sell
89,703
-202,598
-69% -$11M 0.02% 755
2021
Q3 		$13.8M Buy
292,301
+198,582
+212% +$9.52M 0.05% 348
2021
Q2 		$4.36M Buy
93,719
+30,504
+48% +$1.3M 0.02% 817
2021
Q1 		$2.32M Buy
63,215
+5,191
+9% +$182K 0.01% 1020
2020
Q4 		$1.82M Buy
58,024
+12,674
+28% +$357K 0.01% 1032
2020
Q3 		$1.12M Buy
45,350
+1,715
+4% +$46.3K 0.01% 1060
2020
Q2 		$1.22M Buy
+43,635
New +$1.12M 0.01% 1086

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

Ohio Public Employees Retirement System (OPERS)'s CG Position: Q1 2026 in Review

Ohio Public Employees Retirement System (OPERS) reduced its Carlyle Group (CG) stake by 3.3% in Q1 2026, selling an estimated $143K and leaving 76,122 shares worth $3.68M. The position accounts for 0.01% of the portfolio, ranked #797.

Ohio Public Employees Retirement System (OPERS) first reported a position in CG in Q2 2020 and has held it in 24 quarters since. The position peaked at $13.8M in Q3 2021. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Ohio Public Employees Retirement System (OPERS) held 76,122 shares of Carlyle Group worth $3.68M as of Q1 2026.
  • Ohio Public Employees Retirement System (OPERS) sold 2,594 Carlyle Group shares in Q1 2026, an estimated $143K.
  • Carlyle Group made up 0.01% of Ohio Public Employees Retirement System (OPERS)'s portfolio in Q1 2026, its #797 holding.
  • Ohio Public Employees Retirement System (OPERS) first reported a position in Carlyle Group in Q2 2020 and has held it in 24 quarters since.
  • Ohio Public Employees Retirement System (OPERS)'s Carlyle Group position peaked at $13.8M in Q3 2021.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Ohio Public Employees Retirement System (OPERS)'s 13F filing for Q1 2026, filed 14 May 2026.