Russell Investments Group
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Russell Investments Group’s Carlyle Group CG Stock Holding History

Russell Investments Group’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 		$44.1M Buy
1,049,820
+113,362
+12% +$5.32M 0.04% 449
2026
Q1 		$45.2M Buy
936,458
+2,926
+0.3% +$161K 0.05% 393
2025
Q4 		$55.2M Sell
933,532
-106,786
-10% -$6.07M 0.06% 314
2025
Q3 		$65.3M Buy
1,040,318
+616
+0.1% +$38.5K 0.07% 268
2025
Q2 		$53.4M Buy
1,039,702
+13,471
+1% +$580K 0.07% 288
2025
Q1 		$44.7M Sell
1,026,231
-65,692
-6% -$3.26M 0.06% 332
2024
Q4 		$55.1M Buy
1,091,923
+433,879
+66% +$22M 0.08% 275
2024
Q3 		$28.3M Buy
658,044
+1,528
+0.2% +$64.1K 0.04% 453
2024
Q2 		$26.4M Buy
656,516
+2,437
+0.4% +$105K 0.04% 437
2024
Q1 		$30.7M Buy
654,079
+39,948
+7% +$1.73M 0.05% 410
2023
Q4 		$25M Buy
614,131
+49,988
+9% +$1.65M 0.04% 435
2023
Q3 		$17M Sell
564,143
-17,047
-3% -$549K 0.03% 519
2023
Q2 		$18.6M Buy
581,190
+295,703
+104% +$8.64M 0.04% 517
2023
Q1 		$8.85M Buy
285,487
+214,402
+302% +$7.15M 0.02% 821
2022
Q4 		$2.13M Sell
71,085
-14,384
-17% -$411K ﹤0.01% 1560
2022
Q3 		$2.22M Sell
85,469
-5,598
-6% -$184K ﹤0.01% 1493
2022
Q2 		$2.91M Buy
91,067
+42,015
+86% +$1.61M 0.01% 1385
2022
Q1 		$2.35M Sell
49,052
-3,553
-7% -$170K ﹤0.01% 1560
2021
Q4 		$2.87M Sell
52,605
-65,244
-55% -$3.55M ﹤0.01% 1608
2021
Q3 		$5.57M Buy
117,849
+56,774
+93% +$2.72M 0.01% 1179
2021
Q2 		$2.84M Buy
61,075
+35,814
+142% +$1.52M ﹤0.01% 1703
2021
Q1 		$935K Sell
25,261
-2,057
-8% -$72.1K ﹤0.01% 2276
2020
Q4 		$856K Buy
27,318
+18,630
+214% +$525K ﹤0.01% 2186
2020
Q3 		$212K Buy
8,688
+2,057
+31% +$55.5K ﹤0.01% 2755
2020
Q2 		$180K Sell
6,631
-94
-1% -$2.41K ﹤0.01% 2737
2020
Q1 		$151K Sell
6,725
-25,797
-79% -$744K ﹤0.01% 2622
2019
Q4 		$1.25M Buy
+32,522
New +$919K ﹤0.01% 1991

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

Russell Investments Group's CG Position: Q2 2026 in Review

Russell Investments Group increased its Carlyle Group (CG) stake by 12% in Q2 2026, buying an estimated $5.32M and bringing the position to 1,049,820 shares worth $44.1M. The position accounts for 0.04% of the portfolio, ranked #449.

Russell Investments Group first reported a position in CG in Q4 2019 and has held it in 27 quarters since. The position peaked at $65.3M in Q3 2025. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Russell Investments Group held 1,049,820 shares of Carlyle Group worth $44.1M as of Q2 2026.
  • Russell Investments Group bought 113,362 Carlyle Group shares in Q2 2026, an estimated $5.32M.
  • Carlyle Group made up 0.04% of Russell Investments Group's portfolio in Q2 2026, its #449 holding.
  • Russell Investments Group first reported a position in Carlyle Group in Q4 2019 and has held it in 27 quarters since.
  • Russell Investments Group's Carlyle Group position peaked at $65.3M in Q3 2025.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.