PWM
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Parkworth Wealth Management’s Carlyle Group CG Stock Holding History

Parkworth 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 		$771 Buy
15
+10
+200% +$431 ﹤0.01% 487
2025
Q1 		$218 Hold
5
– – ﹤0.01% 697
2024
Q4 		$252 Buy
+5
New +$253 ﹤0.01% 674

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

Parkworth Wealth Management's CG Position: Q2 2025 in Review

Parkworth Wealth Management increased its Carlyle Group (CG) stake by 200% in Q2 2025, buying an estimated $431 and bringing the position to 15 shares worth $771. The position accounts for ﹤0.01% of the portfolio, ranked #487.

Parkworth Wealth Management first reported a position in CG in Q4 2024 and has held it in 3 quarters since. 571 funds tracked by Wall St. Rank hold CG as of Q2 2025.

  • Parkworth Wealth Management held 15 shares of Carlyle Group worth $771 as of Q2 2025.
  • Parkworth Wealth Management bought 10 Carlyle Group shares in Q2 2025, an estimated $431.
  • Carlyle Group made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #487 holding.
  • Parkworth Wealth Management first reported a position in Carlyle Group in Q4 2024 and has held it in 3 quarters since.
  • 571 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.