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TD Private Client Wealth’s Carlyle Group CG Stock Holding History

TD Private Client Wealth’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 		$556K Buy
13,206
+474
+4% +$22.3K 0.01% 477
2026
Q1 		$616K Buy
12,732
+259
+2% +$14.3K 0.01% 454
2025
Q4 		$737K Sell
12,473
-3,961
-24% -$225K 0.02% 407
2025
Q3 		$1.03M Buy
16,434
+954
+6% +$59.6K 0.02% 356
2025
Q2 		$796K Buy
15,480
+5,411
+54% +$233K 0.02% 399
2025
Q1 		$439K Buy
10,069
+9,623
+2,158% +$477K 0.01% 462
2024
Q4 		$22.5K Buy
446
+201
+82% +$10.2K ﹤0.01% 960
2024
Q3 		$10.6K Sell
245
-180
-42% -$7.55K ﹤0.01% 1047
2024
Q2 		$17.1K Sell
425
-10,191
-96% -$440K ﹤0.01% 972
2024
Q1 		$498K Buy
10,616
+437
+4% +$18.9K 0.02% 446
2023
Q4 		$414K Sell
10,179
-169
-2% -$5.56K 0.02% 461
2023
Q3 		$312K Buy
+10,348
New +$333K 0.01% 476
2022
Q1 		– Sell
-15
Closed -$824 – 1277
2021
Q4 		$824 Buy
+15
New +$817 ﹤0.01% 1080

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 Private Client Wealth's CG Position: Q2 2026 in Review

TD Private Client Wealth increased its Carlyle Group (CG) stake by 3.7% in Q2 2026, buying an estimated $22.3K and bringing the position to 13,206 shares worth $556K. The position accounts for 0.01% of the portfolio, ranked #477.

TD Private Client Wealth first reported a position in CG in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.03M in Q3 2025. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • TD Private Client Wealth held 13,206 shares of Carlyle Group worth $556K as of Q2 2026.
  • TD Private Client Wealth bought 474 Carlyle Group shares in Q2 2026, an estimated $22.3K.
  • Carlyle Group made up 0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #477 holding.
  • TD Private Client Wealth first reported a position in Carlyle Group in Q4 2021 and has held it in 13 quarters since.
  • TD Private Client Wealth's Carlyle Group position peaked at $1.03M in Q3 2025.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.