First Horizon Advisors’s Carlyle Group CG Stock Holding History

First Horizon Advisors’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	$19.8K	Buy	385 +68	+21%	+$2.93K	﹤0.01%	1432
2025 Q1	$13.8K	Sell	317 -34	-10%	-$1.69K	﹤0.01%	1476
2024 Q4	$17.7K	Sell	351 -6	-2%	-$304	﹤0.01%	1379
2024 Q3	$15.4K	Buy	357 +29	+9%	+$1.22K	﹤0.01%	1476
2024 Q2	$13.2K	Buy	328 +26	+9%	+$1.12K	﹤0.01%	1428
2024 Q1	$14.2K	Buy	302 +146	+94%	+$6.31K	﹤0.01%	1465
2023 Q4	$6.35K	Hold	156	–	–	﹤0.01%	1741
2023 Q3	$4.71K	Hold	156	–	–	﹤0.01%	1768
2023 Q2	$4.98K	Buy	156 +49	+46%	+$1.43K	﹤0.01%	1792
2023 Q1	$3.32K	Buy	+107	New	+$3.57K	﹤0.01%	1946
2022 Q2	–	Sell	-10	Closed	–	–	2380
2022 Q1	$0	Sell	10 -13	-57%	-$622	﹤0.01%	1794
2021 Q4	$1K	Hold	23	–	–	﹤0.01%	2079
2021 Q3	$1K	Buy	+23	New	+$1.1K	﹤0.01%	2093

Other funds holding CG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

First Horizon Advisors's CG Position: Q2 2025 in Review

First Horizon Advisors increased its Carlyle Group (CG) stake by 21% in Q2 2025, buying an estimated $2.93K and bringing the position to 385 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1432.

First Horizon Advisors first reported a position in CG in Q3 2021 and has held it in 13 quarters since. 572 funds tracked by Wall St. Rank hold CG as of Q2 2025.

First Horizon Advisors held 385 shares of Carlyle Group worth $19.8K as of Q2 2025.
First Horizon Advisors bought 68 Carlyle Group shares in Q2 2025, an estimated $2.93K.
Carlyle Group made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #1432 holding.
First Horizon Advisors first reported a position in Carlyle Group in Q3 2021 and has held it in 13 quarters since.
572 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.