Aviva
CG icon

Aviva’s Carlyle Group CG Stock Holding History

Aviva’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 		$3.94M Buy
93,656
+1,959
+2% +$92K 0.01% 598
2026
Q1 		$4.44M Buy
91,697
+1,277
+1% +$70.4K 0.01% 596
2025
Q4 		$5.34M Buy
90,420
+4,019
+5% +$228K 0.01% 597
2025
Q3 		$5.42M Buy
86,401
+76,485
+771% +$4.78M 0.01% 592
2025
Q2 		$510K Buy
9,916
+1,969
+25% +$84.8K ﹤0.01% 724
2025
Q1 		$346K Sell
7,947
-9,461
-54% -$469K ﹤0.01% 832
2024
Q4 		$879K Buy
17,408
+227
+1% +$11.5K ﹤0.01% 641
2024
Q3 		$740K Buy
17,181
+498
+3% +$20.9K ﹤0.01% 644
2024
Q2 		$670K Buy
16,683
+2,248
+16% +$97.1K ﹤0.01% 688
2024
Q1 		$677K Sell
14,435
-39,917
-73% -$1.73M ﹤0.01% 734
2023
Q4 		$2.21M Buy
54,352
+46,434
+586% +$1.53M 0.01% 583
2023
Q3 		$239K Sell
7,918
-133
-2% -$4.29K ﹤0.01% 949
2023
Q2 		$257K Sell
8,051
-492,928
-98% -$14.4M ﹤0.01% 942
2023
Q1 		$15.6M Buy
500,979
+333,607
+199% +$11.1M 0.07% 387
2022
Q4 		$4.99M Sell
167,372
-21,711
-11% -$620K 0.02% 572
2022
Q3 		$4.89M Sell
189,083
-65,569
-26% -$2.16M 0.03% 581
2022
Q2 		$8.06M Buy
254,652
+205,729
+421% +$7.88M 0.04% 488
2022
Q1 		$2.39M Buy
48,923
+44,738
+1,069% +$2.14M 0.01% 756
2021
Q4 		$230K Buy
+4,185
New +$228K ﹤0.01% 1014

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 $3.37T AUM 44.26% 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

Aviva's CG Position: Q2 2026 in Review

Aviva increased its Carlyle Group (CG) stake by 2.1% in Q2 2026, buying an estimated $92K and bringing the position to 93,656 shares worth $3.94M. The position accounts for 0.01% of the portfolio, ranked #598.

Aviva first reported a position in CG in Q4 2021 and has held it in 19 quarters since. The position peaked at $15.6M in Q1 2023. 583 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Aviva held 93,656 shares of Carlyle Group worth $3.94M as of Q2 2026.
  • Aviva bought 1,959 Carlyle Group shares in Q2 2026, an estimated $92K.
  • Carlyle Group made up 0.01% of Aviva's portfolio in Q2 2026, its #598 holding.
  • Aviva first reported a position in Carlyle Group in Q4 2021 and has held it in 19 quarters since.
  • Aviva's Carlyle Group position peaked at $15.6M in Q1 2023.
  • 583 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Aviva's 13F filing for Q2 2026, filed 13 Aug 2026.