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River Road Asset Management’s Carlyle Group CG Stock Holding History

River Road Asset 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 		– Sell
-152,601
Closed -$9.02M – 185
2025
Q4 		$9.02M Sell
152,601
-3,670
-2% -$209K 0.1% 138
2025
Q3 		$9.8M Buy
+156,271
New +$9.76M 0.11% 139

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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 $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
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

River Road Asset Management's CG Position: Q1 2026 in Review

River Road Asset Management sold out of Carlyle Group (CG) in Q1 2026, closing a stake of 152,601 shares — an estimated $9.02M sold.

River Road Asset Management first reported a position in CG in Q3 2025 and held it in 2 quarters. The position peaked at $9.8M in Q3 2025. 602 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • River Road Asset Management reported no remaining Carlyle Group position as of Q1 2026 after selling out during the quarter.
  • River Road Asset Management sold 152,601 Carlyle Group shares in Q1 2026, an estimated $9.02M.
  • River Road Asset Management first reported a position in Carlyle Group in Q3 2025 and held it in 2 quarters.
  • River Road Asset Management's Carlyle Group position peaked at $9.8M in Q3 2025.
  • 602 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on River Road Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.