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Friedenthal Financial’s Carlyle Group CG Stock Holding History

Friedenthal Financial’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
-14,847
Closed -$931K – 265
2025
Q3 		$931K Buy
+14,847
New +$927K 0.48% 64
2024
Q2 		– Sell
-16,178
Closed -$759K – 240
2024
Q1 		$759K Sell
16,178
-2,373
-13% -$103K 0.47% 72
2023
Q4 		$755K Buy
+18,551
New +$611K 0.49% 48

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 $3.37T AUM 44.26% 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

Friedenthal Financial's CG Position: Q4 2025 in Review

Friedenthal Financial sold out of Carlyle Group (CG) in Q4 2025, closing a stake of 14,847 shares — an estimated $931K sold.

Friedenthal Financial first reported a position in CG in Q4 2023 and held it in 3 quarters. The position peaked at $931K in Q3 2025. 628 funds tracked by Wall St. Rank hold CG as of Q4 2025.

  • Friedenthal Financial reported no remaining Carlyle Group position as of Q4 2025 after selling out during the quarter.
  • Friedenthal Financial sold 14,847 Carlyle Group shares in Q4 2025, an estimated $931K.
  • Friedenthal Financial first reported a position in Carlyle Group in Q4 2023 and held it in 3 quarters.
  • Friedenthal Financial's Carlyle Group position peaked at $931K in Q3 2025.
  • 628 funds tracked by Wall St. Rank held Carlyle Group as of Q4 2025.

Based on Friedenthal Financial's 13F filing for Q4 2025, filed 27 Jan 2026.