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Atomi Financial Group’s Carlyle Group CG Stock Holding History

Atomi Financial 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
-4,730
Closed -$229K – 1270
2026
Q1 		$229K Buy
4,730
+398
+9% +$21.9K 0.01% 1090
2025
Q4 		$256K Buy
4,332
+178
+4% +$10.1K 0.01% 1021
2025
Q3 		$260K Buy
+4,154
New +$259K 0.01% 970

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Capital World Investors
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
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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

Atomi Financial Group's CG Position: Q2 2026 in Review

Atomi Financial Group sold out of Carlyle Group (CG) in Q2 2026, closing a stake of 4,730 shares — an estimated $229K sold.

Atomi Financial Group first reported a position in CG in Q3 2025 and held it in 3 quarters. The position peaked at $260K in Q3 2025. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Atomi Financial Group reported no remaining Carlyle Group position as of Q2 2026 after selling out during the quarter.
  • Atomi Financial Group sold 4,730 Carlyle Group shares in Q2 2026, an estimated $229K.
  • Atomi Financial Group first reported a position in Carlyle Group in Q3 2025 and held it in 3 quarters.
  • Atomi Financial Group's Carlyle Group position peaked at $260K in Q3 2025.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.