Robertson Stephens Wealth Management, LLC Carlyle Group Inc. Transaction History
Robertson Stephens Wealth Management, LLC
- $3.21 Billion
- Q3 2025
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Carlyle Group Inc. stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 6,396 shares of CG stock, worth $341,098. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,396
Previous 4,749
34.68%
Holding current value
$341,098
Previous $244,000
64.34%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding CG
# of Institutions
720Shares Held
221MCall Options Held
3.56MPut Options Held
1.64M-
Vanguard Group Inc Valley Forge, PA25.4MShares$1.36 Billion0.02% of portfolio
-
Black Rock Inc. New York, NY22.7MShares$1.21 Billion0.02% of portfolio
-
Capital World Investors Los Angeles, CA20MShares$1.07 Billion0.18% of portfolio
-
Harris Associates L P Chicago, IL10.9MShares$583 Million1.13% of portfolio
-
Morgan Stanley New York, NY10.1MShares$539 Million0.04% of portfolio
About Carlyle Group Inc.
- Ticker CG
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 361,324,992
- Market Cap $19.3B
- Description
- The Carlyle Group Inc. is an investment firm specializing in direct and fund of fund investments. Within direct investments, it specializes in management-led/ Leveraged buyouts, privatizations, divestitures, strategic minority equity investments, structured credit, global distressed and corporate opportunities, small and middle market, equity pr...