TwinBeech Capital’s Carlyle Group CG Stock Holding History

TwinBeech Capital’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	$1.74M	Sell	41,385 -52,103	-56%	-$2.45M	0.32%	102
2026 Q1	$4.52M	Buy	+93,488	New	+$5.16M	0.47%	58
2024 Q2	–	Sell	-75,204	Closed	-$3.53M	–	567
2024 Q1	$3.53M	Buy	+75,204	New	+$3.25M	0.07%	262
2023 Q1	–	Sell	-709,713	Closed	-$21.2M	–	644
2022 Q4	$21.2M	Buy	709,713 +136,916	+24%	+$3.91M	0.4%	61
2022 Q3	$14.8M	Buy	+572,797	New	+$18.9M	0.39%	82
2022 Q1	–	Sell	-6,287	Closed	-$345K	–	518
2021 Q4	$345K	Sell	6,287 -4,416	-41%	-$241K	0.02%	462
2021 Q3	$506K	Buy	+10,703	New	+$513K	0.04%	429
2020 Q4	–	Sell	-33,211	Closed	-$819K	–	445
2020 Q3	$819K	Buy	+33,211	New	+$896K	0.18%	173

Other funds holding CG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

TwinBeech Capital's CG Position: Q2 2026 in Review

TwinBeech Capital reduced its Carlyle Group (CG) stake by 56% in Q2 2026, selling an estimated $2.45M and leaving 41,385 shares worth $1.74M. The position accounts for 0.32% of the portfolio, ranked #102.

TwinBeech Capital first reported a position in CG in Q3 2020 and has held it in 8 quarters since. The position peaked at $21.2M in Q4 2022. 583 funds tracked by Wall St. Rank hold CG as of Q2 2026.

TwinBeech Capital held 41,385 shares of Carlyle Group worth $1.74M as of Q2 2026.
TwinBeech Capital sold 52,103 Carlyle Group shares in Q2 2026, an estimated $2.45M.
Carlyle Group made up 0.32% of TwinBeech Capital's portfolio in Q2 2026, its #102 holding.
TwinBeech Capital first reported a position in Carlyle Group in Q3 2020 and has held it in 8 quarters since.
TwinBeech Capital's Carlyle Group position peaked at $21.2M in Q4 2022.
583 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.