Sagewood Asset Management’s Carlyle Group CG Stock Holding History
Bought
Maintained
Sold
Other funds holding CG
Sagewood Asset Management's CG Position: Q2 2026 in Review
Sagewood Asset Management increased its Carlyle Group (CG) stake by 174% in Q2 2026, buying an estimated $458K and bringing the position to 15,350 shares worth $646K. The position accounts for 0.15% of the portfolio, ranked #127.
Sagewood Asset Management first reported a position in CG in Q4 2025 and has held it in 3 quarters since. 584 funds tracked by Wall St. Rank hold CG as of Q2 2026.
- Sagewood Asset Management held 15,350 shares of Carlyle Group worth $646K as of Q2 2026.
- Sagewood Asset Management bought 9,751 Carlyle Group shares in Q2 2026, an estimated $458K.
- Carlyle Group made up 0.15% of Sagewood Asset Management's portfolio in Q2 2026, its #127 holding.
- Sagewood Asset Management first reported a position in Carlyle Group in Q4 2025 and has held it in 3 quarters since.
- 584 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.
Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.