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
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 $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Rialto Wealth Management's CG Position: Q1 2026 in Review

Rialto Wealth Management increased its Carlyle Group (CG) stake by 8% in Q1 2026, buying an estimated $110 and bringing the position to 27 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1015.

Rialto Wealth Management first reported a position in CG in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.19K in Q3 2025. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Rialto Wealth Management held 27 shares of Carlyle Group worth $1.31K as of Q1 2026.
  • Rialto Wealth Management bought 2 Carlyle Group shares in Q1 2026, an estimated $110.
  • Carlyle Group made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #1015 holding.
  • Rialto Wealth Management first reported a position in Carlyle Group in Q1 2025 and has held it in 5 quarters since.
  • Rialto Wealth Management's Carlyle Group position peaked at $2.19K in Q3 2025.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.