FFO
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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
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

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Fortitude Family Office's CG Position: Q2 2026 in Review

Fortitude Family Office increased its Carlyle Group (CG) stake by 125% in Q2 2026, buying an estimated $7.89K and bringing the position to 302 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #686.

Fortitude Family Office first reported a position in CG in Q4 2023 and has held it in 11 quarters since. The position peaked at $17.7K in Q3 2025. 584 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Fortitude Family Office held 302 shares of Carlyle Group worth $12.7K as of Q2 2026.
  • Fortitude Family Office bought 168 Carlyle Group shares in Q2 2026, an estimated $7.89K.
  • Carlyle Group made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #686 holding.
  • Fortitude Family Office first reported a position in Carlyle Group in Q4 2023 and has held it in 11 quarters since.
  • Fortitude Family Office's Carlyle Group position peaked at $17.7K in Q3 2025.
  • 584 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.