TPCW
CG icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

TD Private Client Wealth's CG Position: Q1 2026 in Review

TD Private Client Wealth increased its Carlyle Group (CG) stake by 2.1% in Q1 2026, buying an estimated $14.3K and bringing the position to 12,732 shares worth $616K. The position accounts for 0.01% of the portfolio, ranked #454.

TD Private Client Wealth first reported a position in CG in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.03M in Q3 2025. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • TD Private Client Wealth held 12,732 shares of Carlyle Group worth $616K as of Q1 2026.
  • TD Private Client Wealth bought 259 Carlyle Group shares in Q1 2026, an estimated $14.3K.
  • Carlyle Group made up 0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #454 holding.
  • TD Private Client Wealth first reported a position in Carlyle Group in Q4 2021 and has held it in 12 quarters since.
  • TD Private Client Wealth's Carlyle Group position peaked at $1.03M in Q3 2025.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.