Carlyle Group shares owned by Stamos Capital Partners
Quarter-by-quarter ownership of Carlyle Group (CG) shares owned by Stamos Capital Partners
from 13F filings
Historical chart of Stamos Capital Partners investment in Carlyle Group
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All positions including Carlyle Group held by Stamos Capital Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Carlyle Group by Stamos Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $277k | 4.4k | 62.70 |
| 2025-06-30 | $756k | 15k | 51.40 |
| 2025-03-31 | $396k | 9.1k | 43.59 |
| 2024-06-30 | $1.0M | 26k | 40.15 |
| 2024-03-31 | $994k | 21k | 46.91 |
| 2023-12-31 | $488k | 12k | 40.69 |
| 2022-12-31 | $990k | 33k | 29.84 |
| 2022-06-30 | $1.1M | 35k | 31.67 |
| 2022-03-31 | $1.0M | 21k | 48.92 |