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The Woodbridge Company’s Carlyle Group CG Stock Holding History

The Woodbridge Company’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 		– Sell
-63,000
Closed -$3.72M – 52
2025
Q4 		$3.72M Hold
63,000
– – 0.01% 49
2025
Q3 		$3.95M Hold
63,000
– – 0.01% 28
2025
Q2 		$3.24M Buy
+63,000
New +$2.71M 0.01% 27

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

The Woodbridge Company's CG Position: Q1 2026 in Review

The Woodbridge Company sold out of Carlyle Group (CG) in Q1 2026, closing a stake of 63,000 shares — an estimated $3.72M sold.

The Woodbridge Company first reported a position in CG in Q2 2025 and held it in 3 quarters. The position peaked at $3.95M in Q3 2025. 604 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • The Woodbridge Company reported no remaining Carlyle Group position as of Q1 2026 after selling out during the quarter.
  • The Woodbridge Company sold 63,000 Carlyle Group shares in Q1 2026, an estimated $3.72M.
  • The Woodbridge Company first reported a position in Carlyle Group in Q2 2025 and held it in 3 quarters.
  • The Woodbridge Company's Carlyle Group position peaked at $3.95M in Q3 2025.
  • 604 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on The Woodbridge Company's 13F filing for Q1 2026, filed 14 May 2026.