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Global Financial Private Client’s Carlyle Group CG Stock Holding History

Global Financial Private Client’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 		– Sell
-46
Closed -$2K – 460
2025
Q1 		$2K Buy
46
+33
+254% +$1.64K ﹤0.01% 861
2024
Q4 		$656 Buy
+13
New +$659 ﹤0.01% 866

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Global Financial Private Client's CG Position: Q2 2025 in Review

Global Financial Private Client sold out of Carlyle Group (CG) in Q2 2025, closing a stake of 46 shares — an estimated $2K sold.

Global Financial Private Client first reported a position in CG in Q4 2024 and held it in 2 quarters. The position peaked at $2K in Q1 2025. 571 funds tracked by Wall St. Rank hold CG as of Q2 2025.

  • Global Financial Private Client reported no remaining Carlyle Group position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 46 Carlyle Group shares in Q2 2025, an estimated $2K.
  • Global Financial Private Client first reported a position in Carlyle Group in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Carlyle Group position peaked at $2K in Q1 2025.
  • 571 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.