AAS
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Ameritas Advisory Services’s Carlyle Group CG Stock Holding History

Ameritas Advisory Services’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
2025
Q3 		– Sell
-737
Closed -$37.9K – 2248
2025
Q2 		$37.9K Buy
+737
New +$31.7K ﹤0.01% 1437
2023
Q2 		– Sell
-22,691
Closed -$684K – 865
2023
Q1 		$684K Buy
22,691
+11,027
+95% +$368K 0.03% 402
2022
Q4 		$348K Buy
11,664
+729
+7% +$20.8K 0.02% 664
2022
Q3 		$283K Buy
10,935
+1,650
+18% +$54.3K 0.02% 604
2022
Q2 		$294K Buy
9,285
+4,845
+109% +$186K 0.02% 627
2022
Q1 		$217K Buy
+4,440
New +$212K 0.01% 777

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Ameritas Advisory Services's CG Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Carlyle Group (CG) in Q3 2025, closing a stake of 737 shares — an estimated $37.9K sold.

Ameritas Advisory Services first reported a position in CG in Q1 2022 and held it in 6 quarters. The position peaked at $684K in Q1 2023. 639 funds tracked by Wall St. Rank hold CG as of Q3 2025.

  • Ameritas Advisory Services reported no remaining Carlyle Group position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 737 Carlyle Group shares in Q3 2025, an estimated $37.9K.
  • Ameritas Advisory Services first reported a position in Carlyle Group in Q1 2022 and held it in 6 quarters.
  • Ameritas Advisory Services's Carlyle Group position peaked at $684K in Q1 2023.
  • 639 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.