Advisors Asset Management’s Carlyle Group CG Stock Holding History

Advisors Asset Management’s Portfolio CG Stock Details CG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.22M	Buy
2025 Q4	$1.26M	Buy
2025 Q3	$626K	Buy
2025 Q2	$346K	Buy
2019 Q1	–	Sell
2018 Q4	$375K	Sell
2018 Q3	$575K	Sell
2018 Q2	$552K	Sell
2018 Q1	$609K	Buy
2017 Q4	$486K	Buy