AWM
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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 $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

Atticus Wealth Management's CG Position: Q3 2025 in Review

Atticus Wealth Management sold out of Carlyle Group (CG) in Q3 2025, closing a stake of 250 shares — an estimated $12.8K sold.

Atticus Wealth Management first reported a position in CG in Q1 2023 and held it in 10 quarters. The position peaked at $12.8K in Q2 2025. 639 funds tracked by Wall St. Rank hold CG as of Q3 2025.

  • Atticus Wealth Management reported no remaining Carlyle Group position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 250 Carlyle Group shares in Q3 2025, an estimated $12.8K.
  • Atticus Wealth Management first reported a position in Carlyle Group in Q1 2023 and held it in 10 quarters.
  • Atticus Wealth Management's Carlyle Group position peaked at $12.8K in Q2 2025.
  • 639 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.