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Atria Investments’s Carlyle Group CG Stock Holding History

Atria Investments’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 		$498K Sell
11,824
-12,609
-52% -$592K 0.01% 1518
2026
Q1 		$1.18M Sell
24,433
-494
-2% -$27.2K 0.01% 970
2025
Q4 		$1.47M Sell
24,927
-961
-4% -$54.6K 0.02% 868
2025
Q3 		$1.62M Buy
25,888
+2,283
+10% +$143K 0.02% 812
2025
Q2 		$1.21M Sell
23,605
-2,078
-8% -$89.5K 0.01% 941
2025
Q1 		$1.12M Buy
25,683
+4,760
+23% +$236K 0.01% 957
2024
Q4 		$1.06M Buy
20,923
+1,062
+5% +$53.8K 0.01% 950
2024
Q3 		$855K Buy
19,861
+14,687
+284% +$616K 0.01% 1056
2024
Q2 		$208K Buy
+5,174
New +$223K ﹤0.01% 1804

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 $3.38T AUM 44.17% 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

Atria Investments's CG Position: Q2 2026 in Review

Atria Investments reduced its Carlyle Group (CG) stake by 52% in Q2 2026, selling an estimated $592K and leaving 11,824 shares worth $498K. The position accounts for 0.01% of the portfolio, ranked #1518.

Atria Investments first reported a position in CG in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.62M in Q3 2025. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Atria Investments held 11,824 shares of Carlyle Group worth $498K as of Q2 2026.
  • Atria Investments sold 12,609 Carlyle Group shares in Q2 2026, an estimated $592K.
  • Carlyle Group made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1518 holding.
  • Atria Investments first reported a position in Carlyle Group in Q2 2024 and has held it in 9 quarters since.
  • Atria Investments's Carlyle Group position peaked at $1.62M in Q3 2025.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.