Ray Dalio’s Carlyle Group CG Stock Holding History

Ray Dalio’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
2025 Q1	–	Sell	-14,308	Closed	-$722K	–	697
2024 Q4	$722K	Buy	+14,308	New	+$725K	﹤0.01%	540

Other funds holding CG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Ray Dalio's CG Position: Q1 2025 in Review

Ray Dalio sold out of Carlyle Group (CG) in Q1 2025, closing a stake of 14,308 shares — an estimated $722K sold.

Ray Dalio first reported a position in CG in Q4 2024 and held it in 1 quarter. The position peaked at $722K in Q4 2024. 526 funds tracked by Wall St. Rank hold CG as of Q1 2025.

Ray Dalio reported no remaining Carlyle Group position as of Q1 2025 after selling out during the quarter.
Ray Dalio sold 14,308 Carlyle Group shares in Q1 2025, an estimated $722K.
Ray Dalio first reported a position in Carlyle Group in Q4 2024 and held it in 1 quarter.
Ray Dalio's Carlyle Group position peaked at $722K in Q4 2024.
526 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2025.

Based on Bridgewater Associates's 13F filing for Q1 2025, filed 14 May 2025.