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Tidal Investments’s Carlyle Group CG Stock Holding History

Tidal Investments’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 		– Sell
-3,631
Closed -$215K – 2385
2025
Q4 		$215K Sell
3,631
-2,218
-38% -$126K ﹤0.01% 1983
2025
Q3 		$367K Buy
+5,849
New +$365K ﹤0.01% 1735
2025
Q1 		– Sell
-5,219
Closed -$264K – 1871
2024
Q4 		$264K Buy
5,219
+306
+6% +$15.5K ﹤0.01% 1639
2024
Q3 		$212K Buy
+4,913
New +$206K ﹤0.01% 1722
2024
Q2 		– Sell
-4,307
Closed -$202K – 1827
2024
Q1 		$202K Buy
+4,307
New +$186K ﹤0.01% 1561
2023
Q2 		– Sell
-15,970
Closed -$496K – 1317
2023
Q1 		$496K Sell
15,970
-548
-3% -$18.3K 0.02% 771
2022
Q4 		$493K Buy
16,518
+304
+2% +$8.68K 0.02% 670
2022
Q3 		$419K Buy
16,214
+2,343
+17% +$77.1K 0.02% 628
2022
Q2 		$439K Buy
+13,871
New +$532K 0.02% 639

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

Tidal Investments's CG Position: Q1 2026 in Review

Tidal Investments sold out of Carlyle Group (CG) in Q1 2026, closing a stake of 3,631 shares — an estimated $215K sold.

Tidal Investments first reported a position in CG in Q2 2022 and held it in 9 quarters. The position peaked at $496K in Q1 2023. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Tidal Investments reported no remaining Carlyle Group position as of Q1 2026 after selling out during the quarter.
  • Tidal Investments sold 3,631 Carlyle Group shares in Q1 2026, an estimated $215K.
  • Tidal Investments first reported a position in Carlyle Group in Q2 2022 and held it in 9 quarters.
  • Tidal Investments's Carlyle Group position peaked at $496K in Q1 2023.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.