WG
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Winton Group’s Carlyle Group CG Stock Holding History

Winton Group’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 		– Sell
-92,262
Closed -$4.46M – 1215
2026
Q1 		$4.46M Buy
+92,262
New +$5.09M 0.16% 177
2025
Q4 		– Sell
-8,601
Closed -$539K – 944
2025
Q3 		$539K Buy
+8,601
New +$537K 0.02% 562
2021
Q4 		– Sell
-4,319
Closed -$204K – 1072
2021
Q3 		$204K Sell
4,319
-6,038
-58% -$290K 0.01% 1235
2021
Q2 		$481K Buy
+10,357
New +$441K 0.03% 943

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
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
VCM
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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Winton Group's CG Position: Q2 2026 in Review

Winton Group sold out of Carlyle Group (CG) in Q2 2026, closing a stake of 92,262 shares — an estimated $4.46M sold.

Winton Group first reported a position in CG in Q2 2021 and held it in 4 quarters. The position peaked at $4.46M in Q1 2026. 457 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Winton Group reported no remaining Carlyle Group position as of Q2 2026 after selling out during the quarter.
  • Winton Group sold 92,262 Carlyle Group shares in Q2 2026, an estimated $4.46M.
  • Winton Group first reported a position in Carlyle Group in Q2 2021 and held it in 4 quarters.
  • Winton Group's Carlyle Group position peaked at $4.46M in Q1 2026.
  • 457 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Winton Group's 13F filing for Q2 2026, filed 7 Aug 2026.