USAA
CG icon

United Services Automobile Association’s Carlyle Group CG Stock Holding History

United Services Automobile Association’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
-13,744
Closed -$593K – 196
2025
Q1 		$593K Hold
13,744
– – 0.02% 460
2024
Q4 		$694K Hold
13,744
– – 0.02% 256
2024
Q3 		$592K Sell
13,744
-3,082
-18% -$129K 0.02% 266
2024
Q2 		$676K Buy
16,826
+474
+3% +$20.5K 0.02% 282
2024
Q1 		$767K Buy
+16,352
New +$707K 0.02% 266

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

United Services Automobile Association's CG Position: Q2 2025 in Review

United Services Automobile Association sold out of Carlyle Group (CG) in Q2 2025, closing a stake of 13,744 shares — an estimated $593K sold.

United Services Automobile Association first reported a position in CG in Q1 2024 and held it in 5 quarters. The position peaked at $767K in Q1 2024. 571 funds tracked by Wall St. Rank hold CG as of Q2 2025.

  • United Services Automobile Association reported no remaining Carlyle Group position as of Q2 2025 after selling out during the quarter.
  • United Services Automobile Association sold 13,744 Carlyle Group shares in Q2 2025, an estimated $593K.
  • United Services Automobile Association first reported a position in Carlyle Group in Q1 2024 and held it in 5 quarters.
  • United Services Automobile Association's Carlyle Group position peaked at $767K in Q1 2024.
  • 571 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2025.

Based on United Services Automobile Association's 13F filing for Q2 2025, filed 15 Aug 2025.