Shelton Capital Management’s Carlyle Group CG Stock Holding History

Shelton Capital 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	$420K	Buy	8,676 +1,116	+15%	+$61.5K	0.01%	408
2025 Q4	$447K	Hold	7,560	–	–	0.01%	378
2025 Q3	$474K	Hold	7,560	–	–	0.01%	364
2025 Q2	$389K	Sell	7,560 -185	-2%	-$7.97K	0.01%	408
2025 Q1	$338K	Sell	7,745 -191	-2%	-$9.47K	0.01%	430
2024 Q4	$401K	Sell	7,936 -718	-8%	-$36.4K	0.01%	401
2024 Q3	$373K	Hold	8,654	–	–	0.01%	415
2024 Q2	$347K	Sell	8,654 -655	-7%	-$28.3K	0.01%	427
2024 Q1	$437K	Hold	9,309	–	–	0.01%	386
2023 Q4	$379K	Buy	+9,309	New	+$307K	0.01%	404

Other funds holding CG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Shelton Capital Management's CG Position: Q1 2026 in Review

Shelton Capital Management increased its Carlyle Group (CG) stake by 15% in Q1 2026, buying an estimated $61.5K and bringing the position to 8,676 shares worth $420K. The position accounts for 0.01% of the portfolio, ranked #408.

Shelton Capital Management first reported a position in CG in Q4 2023 and has held it in 10 quarters since. The position peaked at $474K in Q3 2025. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

Shelton Capital Management held 8,676 shares of Carlyle Group worth $420K as of Q1 2026.
Shelton Capital Management bought 1,116 Carlyle Group shares in Q1 2026, an estimated $61.5K.
Carlyle Group made up 0.01% of Shelton Capital Management's portfolio in Q1 2026, its #408 holding.
Shelton Capital Management first reported a position in Carlyle Group in Q4 2023 and has held it in 10 quarters since.
Shelton Capital Management's Carlyle Group position peaked at $474K in Q3 2025.
600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.