William Blair & Company’s Carlyle Group CG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $592K | Sell |
12,237
-5,011
| -29% | -$276K | ﹤0.01% | 1097 |
|
|
2025
Q4 | $1.02M | Sell |
17,248
-3,011
| -15% | -$171K | ﹤0.01% | 937 |
|
|
2025
Q3 | $1.27M | Buy |
20,259
+1,080
| +6% | +$67.5K | ﹤0.01% | 856 |
|
|
2025
Q2 | $986K | Sell |
19,179
-2,274
| -11% | -$98K | ﹤0.01% | 906 |
|
|
2025
Q1 | $935K | Sell |
21,453
-4,427
| -17% | -$220K | ﹤0.01% | 903 |
|
|
2024
Q4 | $1.31M | Sell |
25,880
-18,552
| -42% | -$940K | ﹤0.01% | 817 |
|
|
2024
Q3 | $1.91M | Sell |
44,432
-884
| -2% | -$37.1K | 0.01% | 721 |
|
|
2024
Q2 | $1.82M | Sell |
45,316
-507
| -1% | -$21.9K | 0.01% | 708 |
|
|
2024
Q1 | $2.15M | Buy |
45,823
+2,715
| +6% | +$117K | 0.01% | 660 |
|
|
2023
Q4 | $1.75M | Buy |
43,108
+9,215
| +27% | +$303K | 0.01% | 703 |
|
|
2023
Q3 | $1.02M | Buy |
33,893
+14,799
| +78% | +$477K | ﹤0.01% | 824 |
|
|
2023
Q2 | $610K | Buy |
19,094
+4,433
| +30% | +$130K | ﹤0.01% | 992 |
|
|
2023
Q1 | $455K | Buy |
14,661
+1,425
| +11% | +$47.5K | ﹤0.01% | 1080 |
|
|
2022
Q4 | $395K | Buy |
+13,236
| New | +$378K | ﹤0.01% | 1119 |
|
|
2022
Q2 | – | Sell |
-4,920
| Closed | -$241K | – | 1876 |
|
|
2022
Q1 | $241K | Sell |
4,920
-14,747
| -75% | -$706K | ﹤0.01% | 1447 |
|
|
2021
Q4 | $1.08M | Buy |
19,667
+224
| +1% | +$12.2K | ﹤0.01% | 928 |
|
|
2021
Q3 | $919K | Buy |
19,443
+12,125
| +166% | +$581K | ﹤0.01% | 964 |
|
|
2021
Q2 | $340K | Sell |
7,318
-907
| -11% | -$38.6K | ﹤0.01% | 1301 |
|
|
2021
Q1 | $302K | Sell |
8,225
-1,064
| -11% | -$37.3K | ﹤0.01% | 1328 |
|
|
2020
Q4 | $292K | Buy |
9,289
+200
| +2% | +$5.63K | ﹤0.01% | 1281 |
|
|
2020
Q3 | $224K | Buy |
9,089
+1,071
| +13% | +$28.9K | ﹤0.01% | 1256 |
|
|
2020
Q2 | $224K | Buy |
+8,018
| New | +$206K | ﹤0.01% | 1195 |
|
|
2016
Q4 | – | Sell |
-12,800
| Closed | -$199K | – | 1406 |
|
|
2016
Q3 | $199K | Sell |
12,800
-650
| -5% | -$10.5K | ﹤0.01% | 1171 |
|
|
2016
Q2 | $218K | Sell |
13,450
-18,350
| -58% | -$301K | ﹤0.01% | 1094 |
|
|
2016
Q1 | $536K | Sell |
31,800
-15,750
| -33% | -$231K | 0.01% | 771 |
|
|
2015
Q4 | $742K | Sell |
47,550
-85,450
| -64% | -$1.52M | 0.01% | 707 |
|
|
2015
Q3 | $2.23M | Sell |
133,000
-125,450
| -49% | -$2.95M | 0.02% | 506 |
|
|
2015
Q2 | $7.28M | Buy |
258,450
+91,850
| +55% | +$2.69M | 0.01% | 970 |
|
|
2015
Q1 | $4.51M | Buy |
+166,600
| New | +$4.43M | 0.01% | 1067 |
|
|
2014
Q4 | – | Sell |
-9,225
| Closed | -$281K | – | 2112 |
|
|
2014
Q3 | $281K | Buy |
+9,225
| New | +$301K | ﹤0.01% | 1865 |
|
Other funds holding CG
VPM
VCM
William Blair & Company's CG Position: Q1 2026 in Review
William Blair & Company reduced its Carlyle Group (CG) stake by 29% in Q1 2026, selling an estimated $276K and leaving 12,237 shares worth $592K. The position accounts for ﹤0.01% of the portfolio, ranked #1097.
William Blair & Company first reported a position in CG in Q3 2014 and has held it in 30 quarters since. The position peaked at $7.28M in Q2 2015. 601 funds tracked by Wall St. Rank hold CG as of Q1 2026.
- William Blair & Company held 12,237 shares of Carlyle Group worth $592K as of Q1 2026.
- William Blair & Company sold 5,011 Carlyle Group shares in Q1 2026, an estimated $276K.
- Carlyle Group made up ﹤0.01% of William Blair & Company's portfolio in Q1 2026, its #1097 holding.
- William Blair & Company first reported a position in Carlyle Group in Q3 2014 and has held it in 30 quarters since.
- William Blair & Company's Carlyle Group position peaked at $7.28M in Q2 2015.
- 601 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.
Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.