Sumitomo Mitsui Trust Group
CG icon

Sumitomo Mitsui Trust Group’s Carlyle Group CG Stock Holding History

Sumitomo Mitsui Trust 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 		$21.9M Buy
519,242
+35,550
+7% +$1.67M 0.01% 612
2026
Q1 		$23.4M Sell
483,692
-23,848
-5% -$1.32M 0.02% 603
2025
Q4 		$30M Sell
507,540
-27,043
-5% -$1.54M 0.02% 583
2025
Q3 		$33.5M Buy
534,583
+11,202
+2% +$700K 0.02% 569
2025
Q2 		$26.9M Buy
523,381
+34,326
+7% +$1.48M 0.02% 601
2025
Q1 		$21.3M Sell
489,055
-20,483
-4% -$1.02M 0.02% 630
2024
Q4 		$25.7M Buy
509,538
+7,891
+2% +$400K 0.02% 611
2024
Q3 		$21.6M Buy
501,647
+10,448
+2% +$438K 0.02% 630
2024
Q2 		$19.7M Sell
491,199
-12,326
-2% -$532K 0.01% 636
2024
Q1 		$23.6M Buy
503,525
+4,766
+1% +$206K 0.02% 679
2023
Q4 		$20.3M Sell
498,759
-4,125
-0.8% -$136K 0.02% 702
2023
Q3 		$15.2M Sell
502,884
-2,747
-0.5% -$88.5K 0.01% 735
2023
Q2 		$16.2M Sell
505,631
-45,466
-8% -$1.33M 0.01% 739
2023
Q1 		$17.1M Sell
551,097
-3,324
-0.6% -$111K 0.01% 737
2022
Q4 		$16.5M Sell
554,421
-13,709
-2% -$391K 0.01% 740
2022
Q3 		$14.7M Buy
568,130
+13,792
+2% +$454K 0.01% 750
2022
Q2 		$17.6M Buy
554,338
+117,731
+27% +$4.51M 0.01% 739
2022
Q1 		$21.4M Buy
436,607
+42,264
+11% +$2.02M 0.01% 718
2021
Q4 		$21.6M Sell
394,343
-8,528
-2% -$464K 0.01% 706
2021
Q3 		$19M Sell
402,871
-118,229
-23% -$5.67M 0.01% 723
2021
Q2 		$24.2M Sell
521,100
-158,091
-23% -$6.73M 0.01% 706
2021
Q1 		$25M Buy
679,191
+211,620
+45% +$7.42M 0.02% 687
2020
Q4 		$14.7M Sell
467,571
-59,343
-11% -$1.67M 0.01% 740
2020
Q3 		$13M Sell
526,914
-1,133
-0.2% -$30.6K 0.01% 735
2020
Q2 		$14.7M Buy
+528,047
New +$13.6M 0.01% 713

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

Sumitomo Mitsui Trust Group's CG Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group increased its Carlyle Group (CG) stake by 7.3% in Q2 2026, buying an estimated $1.67M and bringing the position to 519,242 shares worth $21.9M. The position accounts for 0.01% of the portfolio, ranked #612.

Sumitomo Mitsui Trust Group first reported a position in CG in Q2 2020 and has held it in 25 quarters since. The position peaked at $33.5M in Q3 2025. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 519,242 shares of Carlyle Group worth $21.9M as of Q2 2026.
  • Sumitomo Mitsui Trust Group bought 35,550 Carlyle Group shares in Q2 2026, an estimated $1.67M.
  • Carlyle Group made up 0.01% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #612 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Carlyle Group in Q2 2020 and has held it in 25 quarters since.
  • Sumitomo Mitsui Trust Group's Carlyle Group position peaked at $33.5M in Q3 2025.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.