Wells Fargo
CG icon

Wells Fargo’s Carlyle Group CG Stock Holding History

Wells Fargo’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
2025
Q3 		– Sell
-200
Closed -$10.3K – 7124
2025
Q2 		$10.3K Hold
200
– – ﹤0.01% 5945
2025
Q1 		$8.72K Buy
+200
New +$9.92K ﹤0.01% 5915

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

Wells Fargo's CG Position: Q1 2026 in Review

Wells Fargo reduced its Carlyle Group (CG) stake by 2.3% in Q1 2026, selling an estimated $485K and leaving 381,643 shares worth $18.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1566.

Wells Fargo first reported a position in CG in Q2 2013 and has held it in 52 quarters since. The position peaked at $45.1M in Q3 2021. 602 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Wells Fargo held 381,643 shares of Carlyle Group worth $18.5M as of Q1 2026.
  • Wells Fargo sold 8,797 Carlyle Group shares in Q1 2026, an estimated $485K.
  • Carlyle Group made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #1566 holding.
  • Wells Fargo first reported a position in Carlyle Group in Q2 2013 and has held it in 52 quarters since.
  • Wells Fargo's Carlyle Group position peaked at $45.1M in Q3 2021.
  • 602 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.