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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Atria Investments's CG Position: Q1 2026 in Review

Atria Investments reduced its Carlyle Group (CG) stake by 2% in Q1 2026, selling an estimated $27.2K and leaving 24,433 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #970.

Atria Investments first reported a position in CG in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.62M in Q3 2025. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Atria Investments held 24,433 shares of Carlyle Group worth $1.18M as of Q1 2026.
  • Atria Investments sold 494 Carlyle Group shares in Q1 2026, an estimated $27.2K.
  • Carlyle Group made up 0.01% of Atria Investments's portfolio in Q1 2026, its #970 holding.
  • Atria Investments first reported a position in Carlyle Group in Q2 2024 and has held it in 8 quarters since.
  • Atria Investments's Carlyle Group position peaked at $1.62M in Q3 2025.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.