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&Partners’s Carlyle Group CG Stock Holding History

&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
Q2 		$1.72M Buy
41,367
+15,620
+61% +$734K 0.01% 1108
2026
Q1 		$1.25M Buy
25,747
+3,560
+16% +$196K 0.01% 1173
2025
Q4 		$1.31M Sell
22,187
-171
-0.8% -$9.71K 0.01% 1077
2025
Q3 		$1.4M Sell
22,358
-484
-2% -$30.2K 0.01% 926
2025
Q2 		$1.17M Sell
22,842
-725
-3% -$31.2K 0.01% 903
2025
Q1 		$1.02M Buy
23,567
+3,726
+19% +$185K 0.01% 821
2024
Q4 		$1.01M Buy
19,841
+2,363
+14% +$120K 0.01% 765
2024
Q3 		$753K Buy
+17,478
New +$733K 0.01% 685

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

&Partners's CG Position: Q2 2026 in Review

&Partners increased its Carlyle Group (CG) stake by 61% in Q2 2026, buying an estimated $734K and bringing the position to 41,367 shares worth $1.72M. The position accounts for 0.01% of the portfolio, ranked #1108.

&Partners first reported a position in CG in Q3 2024 and has held it in 8 quarters since. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • &Partners held 41,367 shares of Carlyle Group worth $1.72M as of Q2 2026.
  • &Partners bought 15,620 Carlyle Group shares in Q2 2026, an estimated $734K.
  • Carlyle Group made up 0.01% of &Partners's portfolio in Q2 2026, its #1108 holding.
  • &Partners first reported a position in Carlyle Group in Q3 2024 and has held it in 8 quarters since.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.