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Tortoise Investment Management’s Carlyle Group CG Stock Holding History

Tortoise Investment 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
Q4 		– Sell
-13
Closed -$815 – 437
2025
Q3 		$815 Buy
13
+8
+160% +$500 ﹤0.01% 1090
2025
Q2 		$257 Buy
+5
New +$215 ﹤0.01% 1190

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Morgan Stanley
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State Street
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Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Tortoise Investment Management's CG Position: Q4 2025 in Review

Tortoise Investment Management sold out of Carlyle Group (CG) in Q4 2025, closing a stake of 13 shares — an estimated $815 sold.

Tortoise Investment Management first reported a position in CG in Q2 2025 and held it in 2 quarters. The position peaked at $815 in Q3 2025. 628 funds tracked by Wall St. Rank hold CG as of Q4 2025.

  • Tortoise Investment Management reported no remaining Carlyle Group position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 13 Carlyle Group shares in Q4 2025, an estimated $815.
  • Tortoise Investment Management first reported a position in Carlyle Group in Q2 2025 and held it in 2 quarters.
  • Tortoise Investment Management's Carlyle Group position peaked at $815 in Q3 2025.
  • 628 funds tracked by Wall St. Rank held Carlyle Group as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.