RWM
CG icon

Rialto Wealth Management’s Carlyle Group CG Stock Holding History

Rialto Wealth 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 		$1.77K Buy
42
+15
+56% +$705 ﹤0.01% 1151
2026
Q1 		$1.31K Buy
27
+2
+8% +$110 ﹤0.01% 1015
2025
Q4 		$1.48K Sell
25
-10
-29% -$568 ﹤0.01% 866
2025
Q3 		$2.19K Buy
35
+10
+40% +$625 ﹤0.01% 644
2025
Q2 		$1.28K Sell
25
-21
-46% -$905 ﹤0.01% 748
2025
Q1 		$2.01K Buy
+46
New +$2.28K ﹤0.01% 530

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
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

Rialto Wealth Management's CG Position: Q2 2026 in Review

Rialto Wealth Management increased its Carlyle Group (CG) stake by 56% in Q2 2026, buying an estimated $705 and bringing the position to 42 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #1151.

Rialto Wealth Management first reported a position in CG in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.19K in Q3 2025. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Rialto Wealth Management held 42 shares of Carlyle Group worth $1.77K as of Q2 2026.
  • Rialto Wealth Management bought 15 Carlyle Group shares in Q2 2026, an estimated $705.
  • Carlyle Group made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1151 holding.
  • Rialto Wealth Management first reported a position in Carlyle Group in Q1 2025 and has held it in 6 quarters since.
  • Rialto Wealth Management's Carlyle Group position peaked at $2.19K in Q3 2025.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.