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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
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 $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

Rakuten Investment Management's CG Position: Q1 2026 in Review

Rakuten Investment Management increased its Carlyle Group (CG) stake by 18% in Q1 2026, buying an estimated $98K and bringing the position to 11,738 shares worth $545K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

Rakuten Investment Management first reported a position in CG in Q4 2023 and has held it in 8 quarters since. The position peaked at $16.9M in Q3 2025. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Rakuten Investment Management held 11,738 shares of Carlyle Group worth $545K as of Q1 2026.
  • Rakuten Investment Management bought 1,778 Carlyle Group shares in Q1 2026, an estimated $98K.
  • Carlyle Group made up ﹤0.01% of Rakuten Investment Management's portfolio in Q1 2026, its #452 holding.
  • Rakuten Investment Management first reported a position in Carlyle Group in Q4 2023 and has held it in 8 quarters since.
  • Rakuten Investment Management's Carlyle Group position peaked at $16.9M in Q3 2025.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.