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Soros Fund Management’s Carlyle Group CG Stock Holding History

Soros Fund 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
Q2 		$9.55M Sell
226,767
-18,218
-7% -$856K 0.12% 147
2026
Q1 		$11.9M Buy
+244,985
New +$13.5M 0.13% 136
2025
Q1 		– Sell
-459,585
Closed -$23.2M – 221
2024
Q4 		$23.2M Buy
+459,585
New +$23.3M 0.35% 75

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
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
Vanguard Capital Management
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
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Soros Fund Management's CG Position: Q2 2026 in Review

Soros Fund Management reduced its Carlyle Group (CG) stake by 7.4% in Q2 2026, selling an estimated $856K and leaving 226,767 shares worth $9.55M. The position accounts for 0.12% of the portfolio, ranked #147.

Soros Fund Management first reported a position in CG in Q4 2024 and has held it in 3 quarters since. The position peaked at $23.2M in Q4 2024. 586 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Soros Fund Management held 226,767 shares of Carlyle Group worth $9.55M as of Q2 2026.
  • Soros Fund Management sold 18,218 Carlyle Group shares in Q2 2026, an estimated $856K.
  • Carlyle Group made up 0.12% of Soros Fund Management's portfolio in Q2 2026, its #147 holding.
  • Soros Fund Management first reported a position in Carlyle Group in Q4 2024 and has held it in 3 quarters since.
  • Soros Fund Management's Carlyle Group position peaked at $23.2M in Q4 2024.
  • 586 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Soros Fund Management's 13F filing for Q2 2026, filed 14 Aug 2026.