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Legato Capital Management’s Carlyle Group CG Stock Holding History

Legato Capital Management’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 		$255K Sell
6,061
-2,279
-27% -$107K 0.02% 605
2026
Q1 		$404K Sell
8,340
-5,539
-40% -$305K 0.04% 575
2025
Q4 		$820K Buy
+13,879
New +$789K 0.07% 409

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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

Legato Capital Management's CG Position: Q2 2026 in Review

Legato Capital Management reduced its Carlyle Group (CG) stake by 27% in Q2 2026, selling an estimated $107K and leaving 6,061 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #605.

Legato Capital Management first reported a position in CG in Q4 2025 and has held it in 3 quarters since. The position peaked at $820K in Q4 2025. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Legato Capital Management held 6,061 shares of Carlyle Group worth $255K as of Q2 2026.
  • Legato Capital Management sold 2,279 Carlyle Group shares in Q2 2026, an estimated $107K.
  • Carlyle Group made up 0.02% of Legato Capital Management's portfolio in Q2 2026, its #605 holding.
  • Legato Capital Management first reported a position in Carlyle Group in Q4 2025 and has held it in 3 quarters since.
  • Legato Capital Management's Carlyle Group position peaked at $820K in Q4 2025.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Legato Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.