Axa
CG icon

Axa’s Carlyle Group CG Stock Holding History

Axa’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
-10,578
Closed -$544K – 260
2025
Q2 		$544K Buy
10,578
+135
+1% +$5.82K ﹤0.01% 979
2025
Q1 		$455K Sell
10,443
-275
-3% -$13.6K ﹤0.01% 938
2024
Q4 		$541K Buy
+10,718
New +$543K ﹤0.01% 934
2024
Q2 		– Sell
-14,969
Closed -$702K – 1072
2024
Q1 		$702K Buy
14,969
+7
+0% +$303 ﹤0.01% 899
2023
Q4 		$609K Buy
14,962
+84
+0.6% +$2.77K ﹤0.01% 919
2023
Q3 		$449K Sell
14,878
-16,076
-52% -$518K ﹤0.01% 948
2023
Q2 		$989K Sell
30,954
-51,343
-62% -$1.5M ﹤0.01% 838
2023
Q1 		$2.56M Sell
82,297
-74,662
-48% -$2.49M 0.01% 715
2022
Q4 		$4.68M Buy
156,959
+87,898
+127% +$2.51M 0.02% 619
2022
Q3 		$1.78M Buy
69,061
+58,962
+584% +$1.94M 0.01% 778
2022
Q2 		$320K Sell
10,099
-516,901
-98% -$19.8M ﹤0.01% 1033
2022
Q1 		$25.8M Buy
+527,000
New +$25.2M 0.07% 299

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