FDCP
CG icon

Foster Dykema Cabot & Partners’s Carlyle Group CG Stock Holding History

Foster Dykema Cabot & 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
Q4 		– Sell
-36
Closed -$2.26K – 348
2025
Q3 		$2.26K Hold
36
– – ﹤0.01% 396
2025
Q2 		$1.85K Hold
36
– – ﹤0.01% 328
2025
Q1 		$1.57K Hold
36
– – ﹤0.01% 326
2024
Q4 		$1.82K Sell
36
-36
-50% -$1.82K ﹤0.01% 353
2024
Q3 		$3.1K Hold
72
– – ﹤0.01% 430
2024
Q2 		$2.89K Buy
+72
New +$3.11K ﹤0.01% 296

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 $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
Millennium Management
Millennium Management New York $276B AUM 44.8% 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 $33.3B AUM 44.76% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Foster Dykema Cabot & Partners's CG Position: Q4 2025 in Review

Foster Dykema Cabot & Partners sold out of Carlyle Group (CG) in Q4 2025, closing a stake of 36 shares — an estimated $2.26K sold.

Foster Dykema Cabot & Partners first reported a position in CG in Q2 2024 and held it in 6 quarters. The position peaked at $3.1K in Q3 2024. 628 funds tracked by Wall St. Rank hold CG as of Q4 2025.

  • Foster Dykema Cabot & Partners reported no remaining Carlyle Group position as of Q4 2025 after selling out during the quarter.
  • Foster Dykema Cabot & Partners sold 36 Carlyle Group shares in Q4 2025, an estimated $2.26K.
  • Foster Dykema Cabot & Partners first reported a position in Carlyle Group in Q2 2024 and held it in 6 quarters.
  • Foster Dykema Cabot & Partners's Carlyle Group position peaked at $3.1K in Q3 2024.
  • 628 funds tracked by Wall St. Rank held Carlyle Group as of Q4 2025.

Based on Foster Dykema Cabot & Partners's 13F filing for Q4 2025, filed 12 Feb 2026.