Rise Advisors’s Carlyle Group CG Stock Holding History

Rise 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 Q4	–	Sell	-439	Closed	-$27.5K	–	338
2025 Q3	$27.5K	Hold	439	–	–	0.01%	415
2025 Q2	$22.6K	Hold	439	–	–	0.01%	465
2025 Q1	$19.1K	Buy	+439	New	+$21.8K	0.01%	518

Other funds holding CG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Rise Advisors's CG Position: Q4 2025 in Review

Rise Advisors sold out of Carlyle Group (CG) in Q4 2025, closing a stake of 439 shares — an estimated $27.5K sold.

Rise Advisors first reported a position in CG in Q1 2025 and held it in 3 quarters. The position peaked at $27.5K in Q3 2025. 628 funds tracked by Wall St. Rank hold CG as of Q4 2025.

Rise Advisors reported no remaining Carlyle Group position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 439 Carlyle Group shares in Q4 2025, an estimated $27.5K.
Rise Advisors first reported a position in Carlyle Group in Q1 2025 and held it in 3 quarters.
Rise Advisors's Carlyle Group position peaked at $27.5K in Q3 2025.
628 funds tracked by Wall St. Rank held Carlyle Group as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.