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Thurston Springer Miller Herd & Titak’s Carlyle Group CG Stock Holding History

Thurston Springer Miller Herd & Titak’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
-4,008
Closed -$237K – 1332
2025
Q4 		$237K Buy
+4,008
New +$228K 0.08% 233
2025
Q3 		– Sell
-4,008
Closed -$206K – 669
2025
Q2 		$206K Hold
4,008
– – 0.03% 362
2025
Q1 		$175K Hold
4,008
– – 0.03% 347
2024
Q4 		$202K Hold
4,008
– – 0.04% 277
2024
Q3 		$173K Hold
4,008
– – 0.05% 315
2024
Q2 		$161K Buy
+4,008
New +$173K 0.05% 335

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 $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 $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 $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

Thurston Springer Miller Herd & Titak's CG Position: Q1 2026 in Review

Thurston Springer Miller Herd & Titak sold out of Carlyle Group (CG) in Q1 2026, closing a stake of 4,008 shares — an estimated $237K sold.

Thurston Springer Miller Herd & Titak first reported a position in CG in Q2 2024 and held it in 6 quarters. The position peaked at $237K in Q4 2025. 602 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Thurston Springer Miller Herd & Titak reported no remaining Carlyle Group position as of Q1 2026 after selling out during the quarter.
  • Thurston Springer Miller Herd & Titak sold 4,008 Carlyle Group shares in Q1 2026, an estimated $237K.
  • Thurston Springer Miller Herd & Titak first reported a position in Carlyle Group in Q2 2024 and held it in 6 quarters.
  • Thurston Springer Miller Herd & Titak's Carlyle Group position peaked at $237K in Q4 2025.
  • 602 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q1 2026, filed 14 Apr 2026.