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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
Q2 		$6.41M Buy
152,195
+7,077
+5% +$332K 1.11% 36
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
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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Winslow Asset Management's CG Position: Q2 2026 in Review

Winslow Asset Management increased its Carlyle Group (CG) stake by 4.9% in Q2 2026, buying an estimated $332K and bringing the position to 152,195 shares worth $6.41M. The position accounts for 1.11% of the portfolio, ranked #36.

Winslow Asset Management first reported a position in CG in Q1 2024 and has held it in 10 quarters since. The position peaked at $9.18M in Q3 2025. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Winslow Asset Management held 152,195 shares of Carlyle Group worth $6.41M as of Q2 2026.
  • Winslow Asset Management bought 7,077 Carlyle Group shares in Q2 2026, an estimated $332K.
  • Carlyle Group made up 1.11% of Winslow Asset Management's portfolio in Q2 2026, its #36 holding.
  • Winslow Asset Management first reported a position in Carlyle Group in Q1 2024 and has held it in 10 quarters since.
  • Winslow Asset Management's Carlyle Group position peaked at $9.18M in Q3 2025.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Winslow Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.