AC
CG icon

AXQ Capital’s Carlyle Group CG Stock Holding History

AXQ Capital’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
Q4 		– Sell
-7,927
Closed -$497K – 749
2025
Q3 		$497K Sell
7,927
-12,643
-61% -$790K 0.19% 192
2025
Q2 		$1.06M Buy
20,570
+11,153
+118% +$480K 0.34% 76
2025
Q1 		$410K Buy
+9,417
New +$467K 0.16% 233
2024
Q2 		– Sell
-13,300
Closed -$624K – 484
2024
Q1 		$624K Buy
+13,300
New +$575K 0.15% 245
2023
Q2 		– Sell
-17,800
Closed -$553K – 327
2023
Q1 		$553K Buy
+17,800
New +$594K 0.22% 152

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 $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

AXQ Capital's CG Position: Q4 2025 in Review

AXQ Capital sold out of Carlyle Group (CG) in Q4 2025, closing a stake of 7,927 shares — an estimated $497K sold.

AXQ Capital first reported a position in CG in Q1 2023 and held it in 5 quarters. The position peaked at $1.06M in Q2 2025. 628 funds tracked by Wall St. Rank hold CG as of Q4 2025.

  • AXQ Capital reported no remaining Carlyle Group position as of Q4 2025 after selling out during the quarter.
  • AXQ Capital sold 7,927 Carlyle Group shares in Q4 2025, an estimated $497K.
  • AXQ Capital first reported a position in Carlyle Group in Q1 2023 and held it in 5 quarters.
  • AXQ Capital's Carlyle Group position peaked at $1.06M in Q2 2025.
  • 628 funds tracked by Wall St. Rank held Carlyle Group as of Q4 2025.

Based on AXQ Capital's 13F filing for Q4 2025, filed 10 Feb 2026.