Nordea Investment Management
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Nordea Investment Management’s Carlyle Group CG Stock Holding History

Nordea Investment 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 		$1.07M Buy
25,763
+3,959
+18% +$186K ﹤0.01% 841
2026
Q1 		$1.02M Buy
21,804
+34
+0.2% +$1.88K ﹤0.01% 830
2025
Q4 		$1.3M Buy
21,770
+24
+0.1% +$1.36K ﹤0.01% 813
2025
Q3 		$1.36M Buy
21,746
+1,966
+10% +$123K ﹤0.01% 791
2025
Q2 		$1.01M Buy
19,780
+2,390
+14% +$103K ﹤0.01% 812
2025
Q1 		$738K Sell
17,390
-1,660
-9% -$82.3K ﹤0.01% 838
2024
Q4 		$967K Buy
19,050
+124
+0.7% +$6.29K ﹤0.01% 813
2024
Q3 		$809K Buy
18,926
+1,723
+10% +$72.3K ﹤0.01% 834
2024
Q2 		$697K Buy
17,203
+1,938
+13% +$83.7K ﹤0.01% 850
2024
Q1 		$721K Hold
15,265
– – ﹤0.01% 864
2023
Q4 		$622K Buy
15,265
+3,450
+29% +$114K ﹤0.01% 892
2023
Q3 		$361K Hold
11,815
– – ﹤0.01% 933
2023
Q2 		$378K Hold
11,815
– – ﹤0.01% 928
2023
Q1 		$360K Hold
11,815
– – ﹤0.01% 927
2022
Q4 		$354K Buy
11,815
+241
+2% +$6.88K ﹤0.01% 916
2022
Q3 		$303K Buy
11,574
+2,262
+24% +$74.5K ﹤0.01% 935
2022
Q2 		$287K Sell
9,312
-335
-3% -$12.8K ﹤0.01% 941
2022
Q1 		$473K Buy
9,647
+348
+4% +$16.7K ﹤0.01% 903
2021
Q4 		$509K Hold
9,299
– – ﹤0.01% 916
2021
Q3 		$447K Hold
9,299
– – ﹤0.01% 934
2021
Q2 		$432K Hold
9,299
– – ﹤0.01% 941
2021
Q1 		$346K Sell
9,299
-951
-9% -$33.3K ﹤0.01% 943
2020
Q4 		$322K Buy
+10,250
New +$289K ﹤0.01% 899

Other funds holding CG

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Nordea Investment Management's CG Position: Q2 2026 in Review

Nordea Investment Management increased its Carlyle Group (CG) stake by 18% in Q2 2026, buying an estimated $186K and bringing the position to 25,763 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #841.

Nordea Investment Management first reported a position in CG in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.36M in Q3 2025. 271 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Nordea Investment Management held 25,763 shares of Carlyle Group worth $1.07M as of Q2 2026.
  • Nordea Investment Management bought 3,959 Carlyle Group shares in Q2 2026, an estimated $186K.
  • Carlyle Group made up ﹤0.01% of Nordea Investment Management's portfolio in Q2 2026, its #841 holding.
  • Nordea Investment Management first reported a position in Carlyle Group in Q4 2020 and has held it in 23 quarters since.
  • Nordea Investment Management's Carlyle Group position peaked at $1.36M in Q3 2025.
  • 271 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Nordea Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.