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Carlyle Group shares owned by Cassaday & Co Wealth Management

Quarter-by-quarter ownership of Carlyle Group (CG) shares owned by Cassaday & Co Wealth Management from 13F filings

Historical chart of Cassaday & Co Wealth Management investment in Carlyle Group

Tip: Access up to 7 years of quarterly data

All positions including Carlyle Group held by Cassaday & Co Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Carlyle Group by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $317k 5.4k 59.11
2025-09-30 $336k 5.4k 62.70
2025-06-30 $276k 5.4k 51.40

More positions owned by Cassaday & Co Wealth Management

Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Rus 2000 Grw Etf (IWO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
World Gold Tr Spdr Gld Minis (GLDM)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus Mdcp Val Etf (IWS)
Select Sector Spdr Tr State Street Rea (XLRE)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Rus 1000 Val Etf (IWD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Apple (AAPL)

View all positions for Cassaday & Co Wealth Management

Top funds holding Carlyle Group

BlackRock
Vanguard Group
Capital World Investors
Harris Associates L.P
State Street Corporation
Massachusetts Financial Services
William Blair Investment Management
Alkeon Capital Management
Millennium Management
Robeco Investment Management
Geode Capital Management
Norges Bank Investment Management
Ariel Investments
Legal & General Group
Dimensional Fund Advisors

View all funds holding Carlyle Group