Rothwell Investment Advisors, LLC’s Carlyle Group CG Stock Holding History

Rothwell Investment Advisors, LLC’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 Q3	$15.1K	Buy	+381	New	+$17.3K	0.01%	684

Other funds holding CG

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Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

Rothwell Investment Advisors, LLC's CG Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Carlyle Group (CG) in Q3 2026: 381 shares worth $15.1K. The stake represents 0.01% of the portfolio and ranks #684 among its holdings.

276 funds tracked by Wall St. Rank hold CG as of Q3 2026.

Rothwell Investment Advisors, LLC held 381 shares of Carlyle Group worth $15.1K as of Q3 2026.
Carlyle Group was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Carlyle Group made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #684 holding.
276 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.