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Avanza Fonder’s Carlyle Group CG Stock Holding History

Avanza Fonder’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 		$1.11M Hold
26,357
– – 0.02% 325
2026
Q1 		$1.28M Hold
26,357
– – 0.04% 320
2025
Q4 		$1.56M Buy
26,357
+10,950
+71% +$622K 0.04% 315
2025
Q3 		$966K Hold
15,407
– – 0.03% 349
2025
Q2 		$792K Hold
15,407
– – 0.02% 356
2025
Q1 		$713K Sell
15,407
-982
-6% -$48.7K 0.02% 373
2024
Q4 		$827K Buy
+16,389
New +$831K 0.02% 352

Other funds holding CG

FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Avanza Fonder's CG Position: Q2 2026 in Review

Avanza Fonder held its Carlyle Group (CG) position steady in Q2 2026 at 26,357 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #325.

Avanza Fonder first reported a position in CG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.56M in Q4 2025. 161 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Avanza Fonder held 26,357 shares of Carlyle Group worth $1.11M as of Q2 2026.
  • Avanza Fonder left its Carlyle Group share count unchanged in Q2 2026.
  • Carlyle Group made up 0.02% of Avanza Fonder's portfolio in Q2 2026, its #325 holding.
  • Avanza Fonder first reported a position in Carlyle Group in Q4 2024 and has held it in 7 quarters since.
  • Avanza Fonder's Carlyle Group position peaked at $1.56M in Q4 2025.
  • 161 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Avanza Fonder's 13F filing for Q2 2026, filed 17 Jul 2026.