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Smartleaf Asset Management’s Carlyle Group CG Stock Holding History

Smartleaf Asset 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 		$60.1K Sell
1,294
-333
-20% -$18.4K ﹤0.01% 1360
2025
Q4 		$97.8K Buy
1,627
+164
+11% +$9.32K ﹤0.01% 1194
2025
Q3 		$94.9K Buy
1,463
+951
+186% +$59.4K 0.01% 1098
2025
Q2 		$26.2K Sell
512
-646
-56% -$27.8K ﹤0.01% 1447
2025
Q1 		$50K Sell
1,158
-71
-6% -$3.52K ﹤0.01% 1147
2024
Q4 		$62.1K Buy
1,229
+296
+32% +$15K 0.01% 1075
2024
Q3 		$40.7K Buy
933
+569
+156% +$23.9K ﹤0.01% 989
2024
Q2 		$14.5K Buy
364
+244
+203% +$10.5K ﹤0.01% 1193
2024
Q1 		$5.61K Buy
+120
New +$5.19K ﹤0.01% 1176

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

Smartleaf Asset Management's CG Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Carlyle Group (CG) stake by 20% in Q1 2026, selling an estimated $18.4K and leaving 1,294 shares worth $60.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1360.

Smartleaf Asset Management first reported a position in CG in Q1 2024 and has held it in 9 quarters since. The position peaked at $97.8K in Q4 2025. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Smartleaf Asset Management held 1,294 shares of Carlyle Group worth $60.1K as of Q1 2026.
  • Smartleaf Asset Management sold 333 Carlyle Group shares in Q1 2026, an estimated $18.4K.
  • Carlyle Group made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1360 holding.
  • Smartleaf Asset Management first reported a position in Carlyle Group in Q1 2024 and has held it in 9 quarters since.
  • Smartleaf Asset Management's Carlyle Group position peaked at $97.8K in Q4 2025.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

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