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 $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

Axa's CG Position: Q3 2025 in Review

Axa sold out of Carlyle Group (CG) in Q3 2025, closing a stake of 10,578 shares — an estimated $544K sold.

Axa first reported a position in CG in Q1 2022 and held it in 12 quarters. The position peaked at $25.8M in Q1 2022. 639 funds tracked by Wall St. Rank hold CG as of Q3 2025.

  • Axa reported no remaining Carlyle Group position as of Q3 2025 after selling out during the quarter.
  • Axa sold 10,578 Carlyle Group shares in Q3 2025, an estimated $544K.
  • Axa first reported a position in Carlyle Group in Q1 2022 and held it in 12 quarters.
  • Axa's Carlyle Group position peaked at $25.8M in Q1 2022.
  • 639 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2025.

Based on Axa's 13F filing for Q3 2025, filed 14 Nov 2025.