William Blair Investment Management
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William Blair Investment Management’s Carlyle Group CG Stock Holding History

William Blair Investment Management’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
Q2 		$249M Sell
5,914,905
-386,204
-6% -$18.1M 0.75% 20
2026
Q1 		$305M Sell
6,301,109
-830,793
-12% -$45.8M 1.01% 12
2025
Q4 		$422M Sell
7,131,902
-1,617,073
-18% -$91.9M 1.18% 10
2025
Q3 		$549M Sell
8,748,975
-1,200,480
-12% -$75M 1.42% 11
2025
Q2 		$511M Sell
9,949,455
-2,222,023
-18% -$95.7M 1.36% 11
2025
Q1 		$531M Sell
12,171,478
-1,078,463
-8% -$53.5M 1.49% 8
2024
Q4 		$669M Buy
13,249,941
+1,773,465
+15% +$89.9M 1.63% 8
2024
Q3 		$494M Sell
11,476,476
-68,981
-0.6% -$2.89M 1.22% 10
2024
Q2 		$464M Sell
11,545,457
-273,946
-2% -$11.8M 1.22% 10
2024
Q1 		$554M Buy
11,819,403
+721,608
+7% +$31.2M 1.43% 8
2023
Q4 		$452M Buy
11,097,795
+2,220,367
+25% +$73.1M 1.31% 9
2023
Q3 		$268M Buy
8,877,428
+3,524,794
+66% +$114M 0.89% 19
2023
Q2 		$171M Buy
5,352,634
+864,482
+19% +$25.3M 0.55% 63
2023
Q1 		$139M Buy
4,488,152
+1,642,580
+58% +$54.8M 0.49% 67
2022
Q4 		$84.9M Buy
+2,845,572
New +$81.2M 0.32% 100

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
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 $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

William Blair Investment Management's CG Position: Q2 2026 in Review

William Blair Investment Management reduced its Carlyle Group (CG) stake by 6.1% in Q2 2026, selling an estimated $18.1M and leaving 5,914,905 shares worth $249M. The position accounts for 0.75% of the portfolio, ranked #20.

William Blair Investment Management first reported a position in CG in Q4 2022 and has held it in 15 quarters since. The position peaked at $669M in Q4 2024. 586 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • William Blair Investment Management held 5,914,905 shares of Carlyle Group worth $249M as of Q2 2026.
  • William Blair Investment Management sold 386,204 Carlyle Group shares in Q2 2026, an estimated $18.1M.
  • Carlyle Group made up 0.75% of William Blair Investment Management's portfolio in Q2 2026, its #20 holding.
  • William Blair Investment Management first reported a position in Carlyle Group in Q4 2022 and has held it in 15 quarters since.
  • William Blair Investment Management's Carlyle Group position peaked at $669M in Q4 2024.
  • 586 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on William Blair Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.