Wellington Management Group
CG icon

Wellington Management Group’s Carlyle Group CG Stock Holding History

Wellington Management Group’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 		$1.02M Buy
21,129
+15,820
+298% +$872K ﹤0.01% 1668
2025
Q4 		$314K Buy
5,309
+2,006
+61% +$114K ﹤0.01% 1856
2025
Q3 		$207K Buy
+3,303
New +$206K ﹤0.01% 1945
2025
Q2 		– Sell
-5,224
Closed -$228K – 1961
2025
Q1 		$228K Sell
5,224
-3,440
-40% -$171K ﹤0.01% 1896
2024
Q4 		$437K Buy
8,664
+344
+4% +$17.4K ﹤0.01% 1845
2024
Q3 		$358K Buy
8,320
+2,055
+33% +$86.2K ﹤0.01% 1853
2024
Q2 		$252K Buy
6,265
+505
+9% +$21.8K ﹤0.01% 1844
2024
Q1 		$270K Buy
5,760
+536
+10% +$23.2K ﹤0.01% 1856
2023
Q4 		$213K Buy
+5,224
New +$172K ﹤0.01% 1789
2022
Q4 		– Sell
-9,318
Closed -$241K – 2005
2022
Q3 		$241K Buy
9,318
+1,068
+13% +$35.2K ﹤0.01% 1951
2022
Q2 		$261K Sell
8,250
-375,945
-98% -$14.4M ﹤0.01% 1973
2022
Q1 		$18.8M Sell
384,195
-165,159
-30% -$7.9M ﹤0.01% 1034
2021
Q4 		$30.2M Sell
549,354
-39,311
-7% -$2.14M ﹤0.01% 987
2021
Q3 		$27.8M Buy
+588,665
New +$28.2M ﹤0.01% 991
2020
Q3 		– Sell
-17,144
Closed -$478K – 1893
2020
Q2 		$478K Buy
+17,144
New +$440K ﹤0.01% 1657

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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
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

Wellington Management Group's CG Position: Q1 2026 in Review

Wellington Management Group increased its Carlyle Group (CG) stake by 298% in Q1 2026, buying an estimated $872K and bringing the position to 21,129 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1668.

Wellington Management Group first reported a position in CG in Q2 2020 and has held it in 15 quarters since. The position peaked at $30.2M in Q4 2021. 602 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Wellington Management Group held 21,129 shares of Carlyle Group worth $1.02M as of Q1 2026.
  • Wellington Management Group bought 15,820 Carlyle Group shares in Q1 2026, an estimated $872K.
  • Carlyle Group made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1668 holding.
  • Wellington Management Group first reported a position in Carlyle Group in Q2 2020 and has held it in 15 quarters since.
  • Wellington Management Group's Carlyle Group position peaked at $30.2M in Q4 2021.
  • 602 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.