Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Carlyle Group CG Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$4.21M Buy
99,946
+12,421
+14% +$583K 0.01% 998
2026
Q1 		$4.24M Sell
87,525
-38,815
-31% -$2.14M 0.01% 943
2025
Q4 		$7.53M Sell
126,340
-8,734
-6% -$496K 0.01% 716
2025
Q3 		$8.47M Buy
135,074
+54,240
+67% +$3.39M 0.01% 651
2025
Q2 		$4.15M Sell
80,834
-61,603
-43% -$2.65M 0.01% 901
2025
Q1 		$6.21M Buy
+142,437
New +$7.06M 0.01% 728

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 $3.38T AUM 44.17% 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

Universal-Beteiligungs- und Servicegesellschaft's CG Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Carlyle Group (CG) stake by 14% in Q2 2026, buying an estimated $583K and bringing the position to 99,946 shares worth $4.21M. The position accounts for 0.01% of the portfolio, ranked #998.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in CG in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.47M in Q3 2025. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 99,946 shares of Carlyle Group worth $4.21M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 12,421 Carlyle Group shares in Q2 2026, an estimated $583K.
  • Carlyle Group made up 0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #998 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Carlyle Group in Q1 2025 and has held it in 6 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Carlyle Group position peaked at $8.47M in Q3 2025.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.