Carlyle Group shares owned by Carson Advisory
Historical chart of Carson Advisory investment in Carlyle Group
Tip: Access up to 7 years of quarterly data
All positions including Carlyle Group held by Carson Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Carlyle Group by Carson Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 20k | 62.70 |
| 2025-06-30 | $1.1M | 21k | 51.40 |
| 2025-03-31 | $803k | 18k | 43.59 |
| 2024-12-31 | $759k | 15k | 50.49 |
| 2024-09-30 | $656k | 15k | 43.06 |
| 2024-06-30 | $619k | 15k | 40.15 |
| 2024-03-31 | $775k | 17k | 46.91 |
| 2023-12-31 | $692k | 17k | 40.69 |
| 2023-09-30 | $528k | 18k | 30.16 |
| 2023-06-30 | $575k | 18k | 31.95 |
| 2023-03-31 | $476k | 15k | 31.06 |
| 2022-12-31 | $476k | 16k | 29.84 |
| 2022-09-30 | $415k | 16k | 25.86 |
| 2022-06-30 | $492k | 16k | 31.64 |
| 2022-03-31 | $743k | 15k | 48.88 |
| 2021-12-31 | $834k | 15k | 54.87 |