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Revisor Wealth Management’s Carlyle Group CG Stock Holding History

Revisor 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
Q3 		– Sell
-3,528
Closed -$206K – 270
2025
Q2 		$206K Buy
+3,528
New +$152K 0.07% 259

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Harris Associates
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Morgan Stanley
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State Street
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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

Revisor Wealth Management's CG Position: Q3 2025 in Review

Revisor Wealth Management sold out of Carlyle Group (CG) in Q3 2025, closing a stake of 3,528 shares — an estimated $206K sold.

Revisor Wealth Management first reported a position in CG in Q2 2025 and held it in 1 quarter. The position peaked at $206K in Q2 2025. 638 funds tracked by Wall St. Rank hold CG as of Q3 2025.

  • Revisor Wealth Management reported no remaining Carlyle Group position as of Q3 2025 after selling out during the quarter.
  • Revisor Wealth Management sold 3,528 Carlyle Group shares in Q3 2025, an estimated $206K.
  • Revisor Wealth Management first reported a position in Carlyle Group in Q2 2025 and held it in 1 quarter.
  • Revisor Wealth Management's Carlyle Group position peaked at $206K in Q2 2025.
  • 638 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2025.

Based on Revisor Wealth Management's 13F filing for Q3 2025, filed 15 Oct 2025.