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
2024
Q2 		– Sell
-4,392
Closed -$593K – 1896
2024
Q1 		$593K Buy
+4,392
New +$190K ﹤0.01% 1789

Other funds holding CG

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Harris Associates
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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

Wellington Management Group's CG Position: Q2 2026 in Review

Wellington Management Group increased its Carlyle Group (CG) stake by 4.9% in Q2 2026, buying an estimated $48.8K and bringing the position to 22,169 shares worth $934K. The position accounts for ﹤0.01% of the portfolio, ranked #1765.

Wellington Management Group first reported a position in CG in Q2 2020 and has held it in 16 quarters since. The position peaked at $30.2M in Q4 2021. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Wellington Management Group held 22,169 shares of Carlyle Group worth $934K as of Q2 2026.
  • Wellington Management Group bought 1,040 Carlyle Group shares in Q2 2026, an estimated $48.8K.
  • Carlyle Group made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #1765 holding.
  • Wellington Management Group first reported a position in Carlyle Group in Q2 2020 and has held it in 16 quarters since.
  • Wellington Management Group's Carlyle Group position peaked at $30.2M in Q4 2021.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

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