William Blair Investment Management’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	$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