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Stonegate Investment Group’s Carlyle Group CG Stock Holding History

Stonegate Investment Group’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 		$632K Hold
10,077
– – 0.01% 223
2025
Q2 		$518K Buy
10,077
+1,566
+18% +$67.5K 0.01% 238
2025
Q1 		$371K Buy
8,511
+2,511
+42% +$125K 0.01% 255
2024
Q4 		$303K Hold
6,000
– – 0.01% 263
2024
Q3 		$258K Buy
+6,000
New +$252K 0.01% 299

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
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
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

Stonegate Investment Group's CG Position: Q3 2025 in Review

Stonegate Investment Group held its Carlyle Group (CG) position steady in Q3 2025 at 10,077 shares worth $632K. The position accounts for 0.01% of the portfolio, ranked #223.

Stonegate Investment Group first reported a position in CG in Q3 2024 and has held it in 5 quarters since. 638 funds tracked by Wall St. Rank hold CG as of Q3 2025.

  • Stonegate Investment Group held 10,077 shares of Carlyle Group worth $632K as of Q3 2025.
  • Stonegate Investment Group left its Carlyle Group share count unchanged in Q3 2025.
  • Carlyle Group made up 0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #223 holding.
  • Stonegate Investment Group first reported a position in Carlyle Group in Q3 2024 and has held it in 5 quarters since.
  • 638 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.