SFI
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Siemens Fonds Invest’s Carlyle Group CG Stock Holding History

Siemens Fonds Invest’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 		$505K Buy
10,429
+252
+2% +$13.9K 0.03% 329
2025
Q4 		$612K Buy
10,177
+7,049
+225% +$400K 0.03% 302
2025
Q3 		$196K Sell
3,128
-27
-0.9% -$1.69K 0.01% 469
2025
Q2 		$162K Buy
3,155
+641
+25% +$27.6K 0.01% 486
2025
Q1 		$110K Buy
+2,514
New +$125K 0.01% 526

Other funds holding CG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Siemens Fonds Invest's CG Position: Q1 2026 in Review

Siemens Fonds Invest increased its Carlyle Group (CG) stake by 2.5% in Q1 2026, buying an estimated $13.9K and bringing the position to 10,429 shares worth $505K. The position accounts for 0.03% of the portfolio, ranked #329.

Siemens Fonds Invest first reported a position in CG in Q1 2025 and has held it in 5 quarters since. The position peaked at $612K in Q4 2025. 601 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Siemens Fonds Invest held 10,429 shares of Carlyle Group worth $505K as of Q1 2026.
  • Siemens Fonds Invest bought 252 Carlyle Group shares in Q1 2026, an estimated $13.9K.
  • Carlyle Group made up 0.03% of Siemens Fonds Invest's portfolio in Q1 2026, its #329 holding.
  • Siemens Fonds Invest first reported a position in Carlyle Group in Q1 2025 and has held it in 5 quarters since.
  • Siemens Fonds Invest's Carlyle Group position peaked at $612K in Q4 2025.
  • 601 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Siemens Fonds Invest's 13F filing for Q1 2026, filed 15 May 2026.