Oliver Lagore Vanvalin Investment Group’s Carlyle Group CG Stock Holding History

Oliver Lagore Vanvalin Investment Group’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	$2.86K	Buy	+66	New	+$2.84K	﹤0.01%	524
2024 Q4	$3.29K	Hold	65	–	–	﹤0.01%	547
2024 Q3	$2.79K	Buy	65 +1	+2%	+$42	﹤0.01%	553
2024 Q2	$2.58K	Hold	64	–	–	﹤0.01%	578
2024 Q1	$2.99K	Buy	64 +1	+2%	+$43	﹤0.01%	580
2023 Q4	$2.57K	Buy	63 +1	+2%	+$33	﹤0.01%	608
2023 Q3	$1.89K	Hold	62	–	–	﹤0.01%	700
2023 Q2	$1.97K	Buy	62 +36	+138%	+$1.05K	﹤0.01%	653
2023 Q1	$807	Hold	26	–	–	﹤0.01%	633
2022 Q4	$768	Buy	26 +1	+4%	+$29	﹤0.01%	612
2022 Q3	$1K	Hold	25	–	–	﹤0.01%	559
2022 Q2	$1K	Buy	+25	New	+$958	﹤0.01%	535

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

Oliver Lagore Vanvalin Investment Group's CG Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Carlyle Group (CG) in Q2 2025: 66 shares worth $2.86K. The stake represents ﹤0.01% of the portfolio and ranks #524 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in CG as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in CG in Q2 2022 and has held it in 12 quarters since. The position peaked at $3.29K in Q4 2024. 571 funds tracked by Wall St. Rank hold CG as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 66 shares of Carlyle Group worth $2.86K as of Q2 2025.
Carlyle Group was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Carlyle Group made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #524 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Carlyle Group in Q2 2022 and has held it in 12 quarters since.
Oliver Lagore Vanvalin Investment Group's Carlyle Group position peaked at $3.29K in Q4 2024.
571 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.