Iron Horse Wealth Management’s Carlyle Group CG Stock Holding History

Iron Horse Wealth Management’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	$85.5K	Buy	+1,664	New	+$71.7K	0.03%	98

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

Iron Horse Wealth Management's CG Position: Q2 2025 in Review

Iron Horse Wealth Management opened a new position in Carlyle Group (CG) in Q2 2025: 1,664 shares worth $85.5K. The stake represents 0.03% of the portfolio and ranks #98 among its holdings.

571 funds tracked by Wall St. Rank hold CG as of Q2 2025.

Iron Horse Wealth Management held 1,664 shares of Carlyle Group worth $85.5K as of Q2 2025.
Carlyle Group was a new Iron Horse Wealth Management position in Q2 2025.
Carlyle Group made up 0.03% of Iron Horse Wealth Management's portfolio in Q2 2025, its #98 holding.
571 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.