Schroder Investment Management Group
CG icon

Schroder Investment Management Group’s Carlyle Group CG Stock Holding History

Schroder Investment Management 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 		$512K Sell
12,638
-424
-3% -$19.9K ﹤0.01% 1093
2026
Q1 		$606K Buy
13,062
+972
+8% +$53.6K ﹤0.01% 1074
2025
Q4 		$727K Buy
12,090
+2,247
+23% +$128K ﹤0.01% 1023
2025
Q3 		$617K Buy
9,843
+5,357
+119% +$335K ﹤0.01% 1069
2025
Q2 		$231K Sell
4,486
-13,271
-75% -$572K ﹤0.01% 1114
2025
Q1 		$766K Sell
17,757
-5,370
-23% -$266K ﹤0.01% 1028
2024
Q4 		$1.17M Buy
23,127
+1,257
+6% +$63.7K ﹤0.01% 1000
2024
Q3 		$953K Buy
21,870
+11,178
+105% +$469K ﹤0.01% 1035
2024
Q2 		$429K Buy
+10,692
New +$462K ﹤0.01% 1117
2022
Q3 		– Sell
-10,855
Closed -$352K – 1276
2022
Q2 		$352K Buy
+10,855
New +$416K ﹤0.01% 1214

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
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
VCM
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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Schroder Investment Management Group's CG Position: Q2 2026 in Review

Schroder Investment Management Group reduced its Carlyle Group (CG) stake by 3.2% in Q2 2026, selling an estimated $19.9K and leaving 12,638 shares worth $512K. The position accounts for ﹤0.01% of the portfolio, ranked #1093.

Schroder Investment Management Group first reported a position in CG in Q2 2022 and has held it in 10 quarters since. The position peaked at $1.17M in Q4 2024. 460 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Schroder Investment Management Group held 12,638 shares of Carlyle Group worth $512K as of Q2 2026.
  • Schroder Investment Management Group sold 424 Carlyle Group shares in Q2 2026, an estimated $19.9K.
  • Carlyle Group made up ﹤0.01% of Schroder Investment Management Group's portfolio in Q2 2026, its #1093 holding.
  • Schroder Investment Management Group first reported a position in Carlyle Group in Q2 2022 and has held it in 10 quarters since.
  • Schroder Investment Management Group's Carlyle Group position peaked at $1.17M in Q4 2024.
  • 460 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Schroder Investment Management Group's 13F filing for Q2 2026, filed 13 Aug 2026.