WCA
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Whetstone Capital Advisors’s Carlyle Group CG Stock Holding History

Whetstone Capital Advisors’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 		$257K Buy
5,312
+1,616
+44% +$89.1K 0.09% 37
2025
Q4 		$218K Buy
3,696
+317
+9% +$18K 0.07% 51
2025
Q3 		$212K Sell
3,379
-714
-17% -$44.6K 0.06% 53
2025
Q2 		$210K Buy
+4,093
New +$176K 0.06% 30

Other funds holding CG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
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

Whetstone Capital Advisors's CG Position: Q1 2026 in Review

Whetstone Capital Advisors increased its Carlyle Group (CG) stake by 44% in Q1 2026, buying an estimated $89.1K and bringing the position to 5,312 shares worth $257K. The position accounts for 0.09% of the portfolio, ranked #37.

Whetstone Capital Advisors first reported a position in CG in Q2 2025 and has held it in 4 quarters since. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Whetstone Capital Advisors held 5,312 shares of Carlyle Group worth $257K as of Q1 2026.
  • Whetstone Capital Advisors bought 1,616 Carlyle Group shares in Q1 2026, an estimated $89.1K.
  • Carlyle Group made up 0.09% of Whetstone Capital Advisors's portfolio in Q1 2026, its #37 holding.
  • Whetstone Capital Advisors first reported a position in Carlyle Group in Q2 2025 and has held it in 4 quarters since.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Whetstone Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.