Royal London Asset Management
CG icon

Royal London Asset Management’s Carlyle Group CG Stock Holding History

Royal London 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
Q2 		$8.63M Sell
204,929
-940
-0.5% -$44.2K 0.02% 480
2026
Q1 		$9.96M Sell
205,869
-4,995
-2% -$275K 0.02% 456
2025
Q4 		$12.5M Sell
210,864
-5,656
-3% -$321K 0.03% 409
2025
Q3 		$13.6M Buy
216,520
+109,057
+101% +$6.81M 0.03% 392
2025
Q2 		$5.52M Sell
107,463
-3,512
-3% -$151K 0.01% 537
2025
Q1 		$4.84M Buy
110,975
+10,832
+11% +$537K 0.01% 565
2024
Q4 		$5.06M Buy
100,143
+36,637
+58% +$1.86M 0.01% 552
2024
Q3 		$2.73M Hold
63,506
– – 0.01% 591
2024
Q2 		$2.55M Buy
63,506
+442
+0.7% +$19.1K 0.01% 607
2024
Q1 		$2.96M Sell
63,064
-1,449
-2% -$62.6K 0.01% 601
2023
Q4 		$2.63M Buy
64,513
+2,089
+3% +$68.8K 0.01% 608
2023
Q3 		$1.88M Buy
62,424
+973
+2% +$31.3K 0.01% 625
2023
Q2 		$1.96M Sell
61,451
-7,045
-10% -$206K 0.01% 619
2023
Q1 		$2.13M Buy
68,496
+4,368
+7% +$146K 0.01% 600
2022
Q4 		$1.91M Buy
64,128
+20,521
+47% +$586K 0.01% 606
2022
Q3 		$1.13M Sell
43,607
-316
-0.7% -$10.4K 0.01% 627
2022
Q2 		$1.39M Hold
43,923
– – 0.01% 625
2022
Q1 		$2.15M Buy
+43,923
New +$2.1M 0.01% 624

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 $3.37T AUM 44.26% 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

Royal London Asset Management's CG Position: Q2 2026 in Review

Royal London Asset Management reduced its Carlyle Group (CG) stake by 0.46% in Q2 2026, selling an estimated $44.2K and leaving 204,929 shares worth $8.63M. The position accounts for 0.02% of the portfolio, ranked #480.

Royal London Asset Management first reported a position in CG in Q1 2022 and has held it in 18 quarters since. The position peaked at $13.6M in Q3 2025. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Royal London Asset Management held 204,929 shares of Carlyle Group worth $8.63M as of Q2 2026.
  • Royal London Asset Management sold 940 Carlyle Group shares in Q2 2026, an estimated $44.2K.
  • Carlyle Group made up 0.02% of Royal London Asset Management's portfolio in Q2 2026, its #480 holding.
  • Royal London Asset Management first reported a position in Carlyle Group in Q1 2022 and has held it in 18 quarters since.
  • Royal London Asset Management's Carlyle Group position peaked at $13.6M in Q3 2025.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Royal London Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.