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STALEY CAPITAL ADVISERS’s Carlyle Group CG Stock Holding History

STALEY CAPITAL ADVISERS’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 		– Sell
-18,650
Closed -$813K – 194
2025
Q1 		$813K Buy
+18,650
New +$925K 0.04% 120

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

STALEY CAPITAL ADVISERS's CG Position: Q2 2025 in Review

STALEY CAPITAL ADVISERS sold out of Carlyle Group (CG) in Q2 2025, closing a stake of 18,650 shares — an estimated $813K sold.

STALEY CAPITAL ADVISERS first reported a position in CG in Q1 2025 and held it in 1 quarter. The position peaked at $813K in Q1 2025. 571 funds tracked by Wall St. Rank hold CG as of Q2 2025.

  • STALEY CAPITAL ADVISERS reported no remaining Carlyle Group position as of Q2 2025 after selling out during the quarter.
  • STALEY CAPITAL ADVISERS sold 18,650 Carlyle Group shares in Q2 2025, an estimated $813K.
  • STALEY CAPITAL ADVISERS first reported a position in Carlyle Group in Q1 2025 and held it in 1 quarter.
  • STALEY CAPITAL ADVISERS's Carlyle Group position peaked at $813K in Q1 2025.
  • 571 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2025.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q2 2025, filed 14 Aug 2025.