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Vise Technologies’s Carlyle Group CG Stock Holding History

Vise Technologies’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 		$229K Hold
3,874
– – ﹤0.01% 1310
2025
Q4 		$229K Hold
3,874
– – ﹤0.01% 1320
2025
Q3 		$243K Buy
+3,874
New +$242K 0.01% 1016

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VCM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
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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

Vise Technologies's CG Position: Q1 2026 in Review

Vise Technologies held its Carlyle Group (CG) position steady in Q1 2026 at 3,874 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #1310.

Vise Technologies first reported a position in CG in Q3 2025 and has held it in 3 quarters since. The position peaked at $243K in Q3 2025. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Vise Technologies held 3,874 shares of Carlyle Group worth $229K as of Q1 2026.
  • Vise Technologies left its Carlyle Group share count unchanged in Q1 2026.
  • Carlyle Group made up ﹤0.01% of Vise Technologies's portfolio in Q1 2026, its #1310 holding.
  • Vise Technologies first reported a position in Carlyle Group in Q3 2025 and has held it in 3 quarters since.
  • Vise Technologies's Carlyle Group position peaked at $243K in Q3 2025.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.