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Osmosis Investment Management UK’s Carlyle Group CG Stock Holding History

Osmosis Investment Management UK’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 		$242K Sell
5,752
-14,060
-71% -$660K 0.01% 438
2026
Q1 		$959K Buy
+19,812
New +$1.09M 0.03% 329

Other funds holding CG

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Vanguard Portfolio Management
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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

Osmosis Investment Management UK's CG Position: Q2 2026 in Review

Osmosis Investment Management UK reduced its Carlyle Group (CG) stake by 71% in Q2 2026, selling an estimated $660K and leaving 5,752 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #438.

Osmosis Investment Management UK first reported a position in CG in Q1 2026 and has held it in 2 quarters since. The position peaked at $959K in Q1 2026. 586 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Osmosis Investment Management UK held 5,752 shares of Carlyle Group worth $242K as of Q2 2026.
  • Osmosis Investment Management UK sold 14,060 Carlyle Group shares in Q2 2026, an estimated $660K.
  • Carlyle Group made up 0.01% of Osmosis Investment Management UK's portfolio in Q2 2026, its #438 holding.
  • Osmosis Investment Management UK first reported a position in Carlyle Group in Q1 2026 and has held it in 2 quarters since.
  • Osmosis Investment Management UK's Carlyle Group position peaked at $959K in Q1 2026.
  • 586 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

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