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Optimum Investment Advisors’s Carlyle Group CG Stock Holding History

Optimum Investment Advisors’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
Q3 		$113K Hold
1,800
– – 0.04% 247
2025
Q2 		$92.5K Sell
1,800
-400
-18% -$17.2K 0.04% 265
2025
Q1 		$95.9K Buy
+2,200
New +$109K 0.05% 250
2023
Q4 		– Sell
-400
Closed -$12.1K – 659
2023
Q3 		$12.1K Hold
400
– – 0.01% 525
2023
Q2 		$12.8K Buy
+400
New +$11.7K 0.01% 527
2018
Q4 		– Sell
-500
Closed -$11K – 967
2018
Q3 		$11K Hold
500
– – ﹤0.01% 824
2018
Q2 		$11K Hold
500
– – ﹤0.01% 829
2018
Q1 		$11K Buy
+500
New +$11.8K ﹤0.01% 810

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
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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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

Optimum Investment Advisors's CG Position: Q3 2025 in Review

Optimum Investment Advisors held its Carlyle Group (CG) position steady in Q3 2025 at 1,800 shares worth $113K. The position accounts for 0.04% of the portfolio, ranked #247.

Optimum Investment Advisors first reported a position in CG in Q1 2018 and has held it in 8 quarters since. 638 funds tracked by Wall St. Rank hold CG as of Q3 2025.

  • Optimum Investment Advisors held 1,800 shares of Carlyle Group worth $113K as of Q3 2025.
  • Optimum Investment Advisors left its Carlyle Group share count unchanged in Q3 2025.
  • Carlyle Group made up 0.04% of Optimum Investment Advisors's portfolio in Q3 2025, its #247 holding.
  • Optimum Investment Advisors first reported a position in Carlyle Group in Q1 2018 and has held it in 8 quarters since.
  • 638 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.