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Twin Capital Management’s Carlyle Group CG Stock Holding History

Twin Capital 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
2025
Q4 		– Sell
-26,301
Closed -$1.65M – 257
2025
Q3 		$1.65M Sell
26,301
-23,836
-48% -$1.49M 0.21% 113
2025
Q2 		$2.58M Buy
50,137
+1,630
+3% +$70.2K 0.27% 100
2025
Q1 		$2.11M Sell
48,507
-1,728
-3% -$85.7K 0.25% 109
2024
Q4 		$2.54M Sell
50,235
-976
-2% -$49.5K 0.28% 97
2024
Q3 		$2.21M Sell
51,211
-465
-0.9% -$19.5K 0.25% 113
2024
Q2 		$2.07M Buy
51,676
+1,428
+3% +$61.7K 0.24% 113
2024
Q1 		$2.36M Sell
50,248
-5,074
-9% -$219K 0.29% 103
2023
Q4 		$2.25M Sell
55,322
-1,288
-2% -$42.4K 0.29% 106
2023
Q3 		$1.71M Buy
+56,610
New +$1.82M 0.25% 121

Other funds holding CG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Twin Capital Management's CG Position: Q4 2025 in Review

Twin Capital Management sold out of Carlyle Group (CG) in Q4 2025, closing a stake of 26,301 shares — an estimated $1.65M sold.

Twin Capital Management first reported a position in CG in Q3 2023 and held it in 9 quarters. The position peaked at $2.58M in Q2 2025. 626 funds tracked by Wall St. Rank hold CG as of Q4 2025.

  • Twin Capital Management reported no remaining Carlyle Group position as of Q4 2025 after selling out during the quarter.
  • Twin Capital Management sold 26,301 Carlyle Group shares in Q4 2025, an estimated $1.65M.
  • Twin Capital Management first reported a position in Carlyle Group in Q3 2023 and held it in 9 quarters.
  • Twin Capital Management's Carlyle Group position peaked at $2.58M in Q2 2025.
  • 626 funds tracked by Wall St. Rank held Carlyle Group as of Q4 2025.

Based on Twin Capital Management's 13F filing for Q4 2025, filed 6 Feb 2026.