FPCP
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Fort Point Capital Partners’s Carlyle Group CG Stock Holding History

Fort Point Capital Partners’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
Q3 		– Sell
-5,025
Closed -$258K – 231
2025
Q2 		$258K Sell
5,025
-200
-4% -$8.62K 0.02% 292
2025
Q1 		$228K Hold
5,225
– – 0.03% 291
2024
Q4 		$264K Sell
5,225
-395
-7% -$20K 0.03% 272
2024
Q3 		$242K Sell
5,620
-250
-4% -$10.5K 0.03% 258
2024
Q2 		$236K Sell
5,870
-580
-9% -$25K 0.03% 284
2024
Q1 		$303K Sell
6,450
-800
-11% -$34.6K 0.04% 256
2023
Q4 		$295K Sell
7,250
-550
-7% -$18.1K 0.04% 241
2023
Q3 		$235K Sell
7,800
-3,560
-31% -$115K 0.04% 242
2023
Q2 		$363K Sell
11,360
-3,050
-21% -$89.1K 0.05% 195
2023
Q1 		$448K Buy
14,410
+150
+1% +$5K 0.07% 171
2022
Q4 		$426K Buy
14,260
+600
+4% +$17.1K 0.07% 167
2022
Q3 		$353K Buy
13,660
+370
+3% +$12.2K 0.06% 181
2022
Q2 		$421K Buy
13,290
+340
+3% +$13K 0.07% 173
2022
Q1 		$633K Buy
12,950
+2,405
+23% +$115K 0.09% 149
2021
Q4 		$579K Buy
10,545
+1,415
+15% +$77.1K 0.08% 145
2021
Q3 		$432K Buy
+9,130
New +$438K 0.06% 157

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Vanguard Group
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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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Fort Point Capital Partners's CG Position: Q3 2025 in Review

Fort Point Capital Partners sold out of Carlyle Group (CG) in Q3 2025, closing a stake of 5,025 shares — an estimated $258K sold.

Fort Point Capital Partners first reported a position in CG in Q3 2021 and held it in 16 quarters. The position peaked at $633K in Q1 2022. 639 funds tracked by Wall St. Rank hold CG as of Q3 2025.

  • Fort Point Capital Partners reported no remaining Carlyle Group position as of Q3 2025 after selling out during the quarter.
  • Fort Point Capital Partners sold 5,025 Carlyle Group shares in Q3 2025, an estimated $258K.
  • Fort Point Capital Partners first reported a position in Carlyle Group in Q3 2021 and held it in 16 quarters.
  • Fort Point Capital Partners's Carlyle Group position peaked at $633K in Q1 2022.
  • 639 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2025.

Based on Fort Point Capital Partners's 13F filing for Q3 2025, filed 14 Nov 2025.