Rakuten Investment Management
CG icon

Rakuten Investment Management’s Carlyle Group CG Stock Holding History

Rakuten Investment Management’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 		$610K Buy
15,066
+3,328
+28% +$156K ﹤0.01% 460
2026
Q1 		$545K Buy
11,738
+1,778
+18% +$98K ﹤0.01% 452
2025
Q4 		$601K Sell
9,960
-65,548
-87% -$3.72M ﹤0.01% 566
2025
Q3 		$16.9M Buy
+75,508
New +$4.72M 0.06% 93
2025
Q1 		$277K Buy
+6,415
New +$318K ﹤0.01% 632
2024
Q3 		$187K Buy
4,279
+1,052
+33% +$44.1K ﹤0.01% 496
2024
Q2 		$129K Buy
3,227
+1,354
+72% +$58.5K ﹤0.01% 497
2024
Q1 		$87.9K Buy
1,873
+1,718
+1,108% +$74.3K ﹤0.01% 495
2023
Q4 		$6.46K Buy
+155
New +$5.1K ﹤0.01% 510

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 $3.38T AUM 44.17% 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

Rakuten Investment Management's CG Position: Q2 2026 in Review

Rakuten Investment Management increased its Carlyle Group (CG) stake by 28% in Q2 2026, buying an estimated $156K and bringing the position to 15,066 shares worth $610K. The position accounts for ﹤0.01% of the portfolio, ranked #460.

Rakuten Investment Management first reported a position in CG in Q4 2023 and has held it in 9 quarters since. The position peaked at $16.9M in Q3 2025. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Rakuten Investment Management held 15,066 shares of Carlyle Group worth $610K as of Q2 2026.
  • Rakuten Investment Management bought 3,328 Carlyle Group shares in Q2 2026, an estimated $156K.
  • Carlyle Group made up ﹤0.01% of Rakuten Investment Management's portfolio in Q2 2026, its #460 holding.
  • Rakuten Investment Management first reported a position in Carlyle Group in Q4 2023 and has held it in 9 quarters since.
  • Rakuten Investment Management's Carlyle Group position peaked at $16.9M in Q3 2025.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Rakuten Investment Management's 13F filing for Q2 2026, filed 18 Aug 2026.