URS
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Utah Retirement Systems’s Carlyle Group CG Stock Holding History

Utah Retirement Systems’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 		$1.7M Sell
40,267
-2,186
-5% -$103K 0.02% 601
2026
Q1 		$2.05M Sell
42,453
-706
-2% -$38.9K 0.02% 555
2025
Q4 		$2.55M Hold
43,159
– – 0.02% 505
2025
Q3 		$2.71M Buy
43,159
+4,835
+13% +$302K 0.03% 489
2025
Q2 		$1.97M Buy
38,324
+2,224
+6% +$95.8K 0.02% 558
2025
Q1 		$1.57M Hold
36,100
– – 0.02% 608
2024
Q4 		$1.82M Hold
36,100
– – 0.02% 576
2024
Q3 		$1.55M Hold
36,100
– – 0.02% 629
2024
Q2 		$1.45M Sell
36,100
-300
-0.8% -$13K 0.02% 622
2024
Q1 		$1.71M Sell
36,400
-100
-0.3% -$4.32K 0.02% 613
2023
Q4 		$1.49M Buy
36,500
+200
+0.6% +$6.58K 0.02% 640
2023
Q3 		$1.09M Buy
36,300
+300
+0.8% +$9.66K 0.02% 708
2023
Q2 		$1.15M Sell
36,000
-1,300
-3% -$38K 0.02% 706
2023
Q1 		$1.16M Buy
37,300
+200
+0.5% +$6.67K 0.02% 703
2022
Q4 		$1.11M Hold
37,100
– – 0.02% 668
2022
Q3 		$958K Buy
37,100
+200
+0.5% +$6.58K 0.02% 695
2022
Q2 		$1.17M Buy
36,900
+8,000
+28% +$307K 0.02% 655
2022
Q1 		$1.41M Sell
28,900
-500
-2% -$23.9K 0.02% 653
2021
Q4 		$1.61M Hold
29,400
– – 0.02% 644
2021
Q3 		$1.39M Sell
29,400
-1,500
-5% -$71.9K 0.02% 688
2021
Q2 		$1.44M Buy
30,900
+8,300
+37% +$353K 0.02% 703
2021
Q1 		$831K Sell
22,600
-1,000
-4% -$35.1K 0.01% 806
2020
Q4 		$742K Buy
23,600
+1,300
+6% +$36.6K 0.01% 795
2020
Q3 		$550K Buy
+22,300
New +$601K 0.01% 807

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 $3.37T AUM 44.26% 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

Utah Retirement Systems's CG Position: Q2 2026 in Review

Utah Retirement Systems reduced its Carlyle Group (CG) stake by 5.1% in Q2 2026, selling an estimated $103K and leaving 40,267 shares worth $1.7M. The position accounts for 0.02% of the portfolio, ranked #601.

Utah Retirement Systems first reported a position in CG in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.71M in Q3 2025. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Utah Retirement Systems held 40,267 shares of Carlyle Group worth $1.7M as of Q2 2026.
  • Utah Retirement Systems sold 2,186 Carlyle Group shares in Q2 2026, an estimated $103K.
  • Carlyle Group made up 0.02% of Utah Retirement Systems's portfolio in Q2 2026, its #601 holding.
  • Utah Retirement Systems first reported a position in Carlyle Group in Q3 2020 and has held it in 24 quarters since.
  • Utah Retirement Systems's Carlyle Group position peaked at $2.71M in Q3 2025.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Utah Retirement Systems's 13F filing for Q2 2026, filed 14 Aug 2026.