Fortitude Family Office’s Carlyle Group CG Stock Holding History

Fortitude Family Office’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 Q3	$11K	Sell	277 -25	-8%	-$1.13K	﹤0.01%	1173
2026 Q2	$12.7K	Buy	302 +168	+125%	+$7.89K	﹤0.01%	686
2026 Q1	$6.48K	Sell	134 -116	-46%	-$6.4K	﹤0.01%	823
2025 Q4	$14.8K	Sell	250 -32	-11%	-$1.82K	﹤0.01%	467
2025 Q3	$17.7K	Buy	282 +5	+2%	+$312	﹤0.01%	420
2025 Q2	$14.2K	Buy	277 +137	+98%	+$5.9K	﹤0.01%	457
2025 Q1	$6.1K	Hold	140	–	–	﹤0.01%	676
2024 Q4	$7.07K	Hold	140	–	–	﹤0.01%	734
2024 Q3	$6.03K	Hold	140	–	–	﹤0.01%	727
2024 Q2	$5.62K	Hold	140	–	–	﹤0.01%	551
2024 Q1	$6.57K	Hold	140	–	–	﹤0.01%	500
2023 Q4	$5.7K	Buy	+140	New	+$4.61K	﹤0.01%	552

Other funds holding CG

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

FSA

Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

AAM

Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fortitude Family Office's CG Position: Q3 2026 in Review

Fortitude Family Office reduced its Carlyle Group (CG) stake by 8.3% in Q3 2026, selling an estimated $1.13K and leaving 277 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1173.

Fortitude Family Office first reported a position in CG in Q4 2023 and has held it in 12 quarters since. The position peaked at $17.7K in Q3 2025. 55 funds tracked by Wall St. Rank hold CG as of Q3 2026.

Fortitude Family Office held 277 shares of Carlyle Group worth $11K as of Q3 2026.
Fortitude Family Office sold 25 Carlyle Group shares in Q3 2026, an estimated $1.13K.
Carlyle Group made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1173 holding.
Fortitude Family Office first reported a position in Carlyle Group in Q4 2023 and has held it in 12 quarters since.
Fortitude Family Office's Carlyle Group position peaked at $17.7K in Q3 2025.
55 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.