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Amica Retiree Medical Trust’s Carlyle Group CG Stock Holding History

Amica Retiree Medical Trust’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 		$193K Hold
3,086
– – 0.26% 79
2025
Q2 		$159K Sell
3,086
-456
-13% -$19.6K 0.23% 81
2025
Q1 		$154K Sell
3,542
-629
-15% -$31.2K 0.24% 84
2024
Q4 		$211K Hold
4,171
– – 0.2% 85
2024
Q3 		$180K Buy
+4,171
New +$175K 0.15% 95
2023
Q3 		$213K Hold
7,066
– – 0.25% 91
2023
Q2 		$226K Buy
+7,066
New +$206K 0.25% 91

Other funds holding CG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Amica Retiree Medical Trust's CG Position: Q3 2025 in Review

Amica Retiree Medical Trust held its Carlyle Group (CG) position steady in Q3 2025 at 3,086 shares worth $193K. The position accounts for 0.26% of the portfolio, ranked #79.

Amica Retiree Medical Trust first reported a position in CG in Q2 2023 and has held it in 7 quarters since. The position peaked at $226K in Q2 2023. 638 funds tracked by Wall St. Rank hold CG as of Q3 2025.

  • Amica Retiree Medical Trust held 3,086 shares of Carlyle Group worth $193K as of Q3 2025.
  • Amica Retiree Medical Trust left its Carlyle Group share count unchanged in Q3 2025.
  • Carlyle Group made up 0.26% of Amica Retiree Medical Trust's portfolio in Q3 2025, its #79 holding.
  • Amica Retiree Medical Trust first reported a position in Carlyle Group in Q2 2023 and has held it in 7 quarters since.
  • Amica Retiree Medical Trust's Carlyle Group position peaked at $226K in Q2 2023.
  • 638 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2025.

Based on Amica Retiree Medical Trust's 13F filing for Q3 2025, filed 7 Nov 2025.