CA
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Continuum Advisory’s Carlyle Group CG Stock Holding History

Continuum Advisory’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
Q1 		– Sell
-32
Closed -$1.62K – 1715
2024
Q4 		$1.62K Sell
32
-3
-9% -$152 ﹤0.01% 1487
2024
Q3 		$1.79K Sell
35
-14
-29% -$587 ﹤0.01% 1473
2024
Q2 		$1.97K Hold
49
– – ﹤0.01% 1305
2024
Q1 		$2.08K Buy
+49
New +$2.12K ﹤0.01% 1290

Other funds holding CG

BlackRock
BlackRock New York $5.72T 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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 $298B AUM 21.96% 1-Year Est. Return

Continuum Advisory's CG Position: Q1 2025 in Review

Continuum Advisory sold out of Carlyle Group (CG) in Q1 2025, closing a stake of 32 shares — an estimated $1.62K sold.

Continuum Advisory first reported a position in CG in Q1 2024 and held it in 4 quarters. The position peaked at $2.08K in Q1 2024. 526 funds tracked by Wall St. Rank hold CG as of Q1 2025.

  • Continuum Advisory reported no remaining Carlyle Group position as of Q1 2025 after selling out during the quarter.
  • Continuum Advisory sold 32 Carlyle Group shares in Q1 2025, an estimated $1.62K.
  • Continuum Advisory first reported a position in Carlyle Group in Q1 2024 and held it in 4 quarters.
  • Continuum Advisory's Carlyle Group position peaked at $2.08K in Q1 2024.
  • 526 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2025.

Based on Continuum Advisory's 13F filing for Q1 2025, filed 23 Apr 2025.