Voloridge Investment Management
CG icon

Voloridge Investment Management’s Carlyle Group CG Stock Holding History

Voloridge Investment Management’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 		$3.22M Buy
+76,390
New +$3.59M 0.01% 605
2023
Q2 		– Sell
-8,147
Closed -$253K – 1380
2023
Q1 		$253K Buy
+8,147
New +$272K ﹤0.01% 1287
2022
Q4 		– Sell
-303,022
Closed -$7.83M – 1456
2022
Q3 		$7.83M Buy
303,022
+36,847
+14% +$1.21M 0.04% 520
2022
Q2 		$8.43M Buy
266,175
+20,693
+8% +$793K 0.04% 504
2022
Q1 		$12M Buy
245,482
+114,987
+88% +$5.5M 0.07% 363
2021
Q4 		$7.16M Sell
130,495
-69,183
-35% -$3.77M 0.04% 573
2021
Q3 		$9.44M Sell
199,678
-67,503
-25% -$3.24M 0.06% 456
2021
Q2 		$12.4M Buy
267,181
+196,786
+280% +$8.37M 0.09% 326
2021
Q1 		$2.59M Buy
+70,395
New +$2.47M 0.02% 731

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

Voloridge Investment Management's CG Position: Q2 2026 in Review

Voloridge Investment Management opened a new position in Carlyle Group (CG) in Q2 2026: 76,390 shares worth $3.22M. The stake represents 0.01% of the portfolio and ranks #605 among its holdings. This is a return to the name: Voloridge Investment Management previously reported a position in CG as recently as Q1 2023.

Voloridge Investment Management first reported a position in CG in Q1 2021 and has held it in 9 quarters since. The position peaked at $12.4M in Q2 2021. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Voloridge Investment Management held 76,390 shares of Carlyle Group worth $3.22M as of Q2 2026.
  • Carlyle Group was a new Voloridge Investment Management position in Q2 2026.
  • Carlyle Group made up 0.01% of Voloridge Investment Management's portfolio in Q2 2026, its #605 holding.
  • Voloridge Investment Management first reported a position in Carlyle Group in Q1 2021 and has held it in 9 quarters since.
  • Voloridge Investment Management's Carlyle Group position peaked at $12.4M in Q2 2021.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Voloridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.