Stephens Consulting’s Carlyle Group CG Stock Holding History

Stephens Consulting’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	-1	Closed	-$52	–	538
2025 Q2	$52	Buy	+1	New	+$43	﹤0.01%	1106

Other funds holding CG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Stephens Consulting's CG Position: Q3 2025 in Review

Stephens Consulting sold out of Carlyle Group (CG) in Q3 2025, closing a stake of 1 share — an estimated $52 sold.

Stephens Consulting first reported a position in CG in Q2 2025 and held it in 1 quarter. The position peaked at $52 in Q2 2025. 638 funds tracked by Wall St. Rank hold CG as of Q3 2025.

Stephens Consulting reported no remaining Carlyle Group position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 1 Carlyle Group share in Q3 2025, an estimated $52.
Stephens Consulting first reported a position in Carlyle Group in Q2 2025 and held it in 1 quarter.
Stephens Consulting's Carlyle Group position peaked at $52 in Q2 2025.
638 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.