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
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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Utah Retirement Systems's CG Position: Q1 2026 in Review

Utah Retirement Systems reduced its Carlyle Group (CG) stake by 1.6% in Q1 2026, selling an estimated $38.9K and leaving 42,453 shares worth $2.05M. The position accounts for 0.02% of the portfolio, ranked #555.

Utah Retirement Systems first reported a position in CG in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.71M in Q3 2025. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Utah Retirement Systems held 42,453 shares of Carlyle Group worth $2.05M as of Q1 2026.
  • Utah Retirement Systems sold 706 Carlyle Group shares in Q1 2026, an estimated $38.9K.
  • Carlyle Group made up 0.02% of Utah Retirement Systems's portfolio in Q1 2026, its #555 holding.
  • Utah Retirement Systems first reported a position in Carlyle Group in Q3 2020 and has held it in 23 quarters since.
  • Utah Retirement Systems's Carlyle Group position peaked at $2.71M in Q3 2025.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Utah Retirement Systems's 13F filing for Q1 2026, filed 15 May 2026.