Congress Wealth Management’s Carlyle Group CG Stock Holding History

Congress 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 Q2	$4.61M	Buy	+89,608	New	+$3.86M	0.04%	401

Other funds holding CG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Congress Wealth Management's CG Position: Q2 2025 in Review

Congress Wealth Management opened a new position in Carlyle Group (CG) in Q2 2025: 89,608 shares worth $4.61M. The stake represents 0.04% of the portfolio and ranks #401 among its holdings.

573 funds tracked by Wall St. Rank hold CG as of Q2 2025.

Congress Wealth Management held 89,608 shares of Carlyle Group worth $4.61M as of Q2 2025.
Carlyle Group was a new Congress Wealth Management position in Q2 2025.
Carlyle Group made up 0.04% of Congress Wealth Management's portfolio in Q2 2025, its #401 holding.
573 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.