AWM
CG icon

Atticus Wealth Management’s Carlyle Group CG Stock Holding History

Atticus Wealth Management’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
-250
Closed -$12.8K – 272
2025
Q2 		$12.8K Hold
250
– – ﹤0.01% 457
2025
Q1 		$10.9K Hold
250
– – ﹤0.01% 372
2024
Q4 		$12.6K Hold
250
– – ﹤0.01% 374
2024
Q3 		$10.8K Hold
250
– – ﹤0.01% 380
2024
Q2 		$10K Hold
250
– – ﹤0.01% 386
2024
Q1 		$11.7K Hold
250
– – ﹤0.01% 377
2023
Q4 		$10.2K Hold
250
– – ﹤0.01% 402
2023
Q3 		$7.54K Hold
250
– – ﹤0.01% 432
2023
Q2 		$7.99K Hold
250
– – ﹤0.01% 418
2023
Q1 		$7.76K Buy
+250
New +$8.34K ﹤0.01% 401

Other funds holding CG

BlackRock
BlackRock New York $5.7T 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 $74.9B 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 $22.1B AUM 51.63% 1-Year Est. Return