Winslow Asset Management’s Carlyle Group CG Stock Holding History

Winslow Asset 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 Q1	$7.02M	Sell	145,118 -1,080	-0.7%	-$59.6K	1.36%	33
2025 Q4	$8.64M	Sell	146,198 -154	-0.1%	-$8.75K	1.59%	25
2025 Q3	$9.18M	Buy	146,352 +2,471	+2%	+$154K	1.72%	20
2025 Q2	$7.39M	Buy	143,881 +13,832	+11%	+$596K	1.49%	31
2025 Q1	$5.67M	Sell	130,049 -3,972	-3%	-$197K	1.25%	37
2024 Q4	$6.77M	Buy	134,021 +1,693	+1%	+$85.8K	1.35%	33
2024 Q3	$5.7M	Buy	132,328 +8,062	+6%	+$338K	1.05%	38
2024 Q2	$4.99M	Buy	124,266 +7,591	+7%	+$328K	0.98%	40
2024 Q1	$5.47M	Buy	+116,675	New	+$5.04M	1.03%	41

Other funds holding CG

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Winslow Asset Management's CG Position: Q1 2026 in Review

Winslow Asset Management reduced its Carlyle Group (CG) stake by 0.74% in Q1 2026, selling an estimated $59.6K and leaving 145,118 shares worth $7.02M. The position accounts for 1.36% of the portfolio, ranked #33.

Winslow Asset Management first reported a position in CG in Q1 2024 and has held it in 9 quarters since. The position peaked at $9.18M in Q3 2025. 601 funds tracked by Wall St. Rank hold CG as of Q1 2026.

Winslow Asset Management held 145,118 shares of Carlyle Group worth $7.02M as of Q1 2026.
Winslow Asset Management sold 1,080 Carlyle Group shares in Q1 2026, an estimated $59.6K.
Carlyle Group made up 1.36% of Winslow Asset Management's portfolio in Q1 2026, its #33 holding.
Winslow Asset Management first reported a position in Carlyle Group in Q1 2024 and has held it in 9 quarters since.
Winslow Asset Management's Carlyle Group position peaked at $9.18M in Q3 2025.
601 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Winslow Asset Management's 13F filing for Q1 2026, filed 5 May 2026.