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Whipplewood Advisors’s Carlyle Group CG Stock Holding History

Whipplewood Advisors’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
-11
Closed -$565 – 450
2025
Q2 		$565 Sell
11
-561
-98% -$24.2K ﹤0.01% 1107
2025
Q1 		$479 Buy
572
+561
+5,100% +$27.8K ﹤0.01% 1129
2024
Q4 		$555 Buy
+11
New +$558 ﹤0.01% 1101

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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

Whipplewood Advisors's CG Position: Q3 2025 in Review

Whipplewood Advisors sold out of Carlyle Group (CG) in Q3 2025, closing a stake of 11 shares — an estimated $565 sold.

Whipplewood Advisors first reported a position in CG in Q4 2024 and held it in 3 quarters. The position peaked at $565 in Q2 2025. 638 funds tracked by Wall St. Rank hold CG as of Q3 2025.

  • Whipplewood Advisors reported no remaining Carlyle Group position as of Q3 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 11 Carlyle Group shares in Q3 2025, an estimated $565.
  • Whipplewood Advisors first reported a position in Carlyle Group in Q4 2024 and held it in 3 quarters.
  • Whipplewood Advisors's Carlyle Group position peaked at $565 in Q2 2025.
  • 638 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2025.

Based on Whipplewood Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.