CFAM
CG icon

Center For Asset Management’s Carlyle Group CG Stock Holding History

Center For Asset 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
Q4 		– Sell
-4,586
Closed -$288K – 147
2025
Q3 		$288K Sell
4,586
-447
-9% -$27.9K 0.15% 105
2025
Q2 		$254K Buy
5,033
+374
+8% +$16.1K 0.16% 110
2025
Q1 		$203K Sell
4,659
-374
-7% -$18.5K 0.12% 130
2024
Q4 		$254K Buy
+5,033
New +$255K 0.16% 107

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 $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B 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 $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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 $30.3B AUM 33.75% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Center For Asset Management's CG Position: Q4 2025 in Review

Center For Asset Management sold out of Carlyle Group (CG) in Q4 2025, closing a stake of 4,586 shares — an estimated $288K sold.

Center For Asset Management first reported a position in CG in Q4 2024 and held it in 4 quarters. The position peaked at $288K in Q3 2025. 627 funds tracked by Wall St. Rank hold CG as of Q4 2025.

  • Center For Asset Management reported no remaining Carlyle Group position as of Q4 2025 after selling out during the quarter.
  • Center For Asset Management sold 4,586 Carlyle Group shares in Q4 2025, an estimated $288K.
  • Center For Asset Management first reported a position in Carlyle Group in Q4 2024 and held it in 4 quarters.
  • Center For Asset Management's Carlyle Group position peaked at $288K in Q3 2025.
  • 627 funds tracked by Wall St. Rank held Carlyle Group as of Q4 2025.

Based on Center For Asset Management's 13F filing for Q4 2025, filed 21 Jan 2026.