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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
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 $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

&Partners's CG Position: Q1 2026 in Review

&Partners increased its Carlyle Group (CG) stake by 16% in Q1 2026, buying an estimated $196K and bringing the position to 25,747 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #1173.

&Partners first reported a position in CG in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.4M in Q3 2025. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • &Partners held 25,747 shares of Carlyle Group worth $1.25M as of Q1 2026.
  • &Partners bought 3,560 Carlyle Group shares in Q1 2026, an estimated $196K.
  • Carlyle Group made up 0.01% of &Partners's portfolio in Q1 2026, its #1173 holding.
  • &Partners first reported a position in Carlyle Group in Q3 2024 and has held it in 7 quarters since.
  • &Partners's Carlyle Group position peaked at $1.4M in Q3 2025.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.