TD Asset Management
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TD Asset Management’s Carlyle Group CG Stock Holding History

TD Asset Management’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
2026
Q2 		$1.97M Sell
46,871
-46,562
-50% -$2.19M ﹤0.01% 975
2026
Q1 		$4.52M Sell
93,433
-22,667
-20% -$1.25M ﹤0.01% 815
2025
Q4 		$6.86M Sell
116,100
-5,226
-4% -$297K 0.01% 742
2025
Q3 		$7.61M Buy
121,326
+14,953
+14% +$934K 0.01% 716
2025
Q2 		$5.47M Sell
106,373
-2,870
-3% -$124K ﹤0.01% 757
2025
Q1 		$4.76M Sell
109,243
-1,754
-2% -$87K ﹤0.01% 795
2024
Q4 		$5.6M Sell
110,997
-39,879
-26% -$2.02M 0.01% 776
2024
Q3 		$6.58M Sell
150,876
-1,213
-0.8% -$50.9K 0.01% 729
2024
Q2 		$6.11M Buy
152,089
+683
+0.5% +$29.5K 0.01% 720
2024
Q1 		$7.1M Sell
151,406
-3,149
-2% -$136K 0.01% 690
2023
Q4 		$6.29M Buy
154,555
+3,630
+2% +$120K 0.01% 703
2023
Q3 		$4.55M Sell
150,925
-1,300
-0.9% -$41.9K 0.01% 756
2023
Q2 		$4.86M Buy
152,225
+553
+0.4% +$16.2K 0.01% 748
2023
Q1 		$4.71M Buy
151,672
+2,033
+1% +$67.8K 0.01% 764
2022
Q4 		$4.47M Sell
149,639
-8,490
-5% -$242K 0.01% 778
2022
Q3 		$4.15M Buy
158,129
+142,537
+914% +$4.69M 0.01% 796
2022
Q2 		$494K Buy
15,592
+2,900
+23% +$111K ﹤0.01% 1292
2022
Q1 		$621K Sell
12,692
-194
-2% -$9.28K ﹤0.01% 1319
2021
Q4 		$707K Sell
12,886
-2,501
-16% -$136K ﹤0.01% 1340
2021
Q3 		$727K Buy
15,387
+100
+0.7% +$4.79K ﹤0.01% 1323
2021
Q2 		$772K Buy
15,287
+3,862
+34% +$164K ﹤0.01% 1312
2021
Q1 		$420K Sell
11,425
-300
-3% -$10.5K ﹤0.01% 1422
2020
Q4 		$369K Buy
11,725
+398
+4% +$11.2K ﹤0.01% 1366
2020
Q3 		$279K Buy
+11,327
New +$306K ﹤0.01% 1319

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

TD Asset Management's CG Position: Q2 2026 in Review

TD Asset Management reduced its Carlyle Group (CG) stake by 50% in Q2 2026, selling an estimated $2.19M and leaving 46,871 shares worth $1.97M. The position accounts for ﹤0.01% of the portfolio, ranked #975.

TD Asset Management first reported a position in CG in Q3 2020 and has held it in 24 quarters since. The position peaked at $7.61M in Q3 2025. 583 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • TD Asset Management held 46,871 shares of Carlyle Group worth $1.97M as of Q2 2026.
  • TD Asset Management sold 46,562 Carlyle Group shares in Q2 2026, an estimated $2.19M.
  • Carlyle Group made up ﹤0.01% of TD Asset Management's portfolio in Q2 2026, its #975 holding.
  • TD Asset Management first reported a position in Carlyle Group in Q3 2020 and has held it in 24 quarters since.
  • TD Asset Management's Carlyle Group position peaked at $7.61M in Q3 2025.
  • 583 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on TD Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.