TD Waterhouse Canada’s Carlyle Group CG Stock Holding History

TD Waterhouse Canada’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	$2.72M	Buy	64,289 +5,423	+9%	+$255K	0.01%	533
2026 Q1	$2.79M	Buy	58,866 +44,800	+318%	+$2.47M	0.01%	491
2025 Q4	$831K	Sell	14,066 -3,650	-21%	-$207K	0.01%	607
2025 Q3	$1.08M	Sell	17,716 -559	-3%	-$34.9K	0.01%	550
2025 Q2	$965K	Buy	18,275 +1,395	+8%	+$60.1K	0.01%	543
2025 Q1	$746K	Sell	16,880 -741	-4%	-$36.7K	0.01%	573
2024 Q4	$890K	Sell	17,621 -4,715	-21%	-$239K	0.01%	528
2024 Q3	$965K	Buy	22,336 +2,806	+14%	+$118K	0.01%	502
2024 Q2	$773K	Buy	19,530 +1,007	+5%	+$43.5K	0.01%	524
2024 Q1	$929K	Buy	18,523 +725	+4%	+$31.3K	0.01%	513
2023 Q4	$746K	Buy	17,798 +1,399	+9%	+$46.1K	0.01%	467
2023 Q3	$536K	Sell	16,399 -810	-5%	-$26.1K	0.01%	508
2023 Q2	$588K	Buy	17,209 +1,113	+7%	+$32.5K	0.01%	502
2023 Q1	$527K	Buy	16,096 +1,580	+11%	+$52.7K	0.01%	523
2022 Q4	$470K	Buy	14,516 +1,068	+8%	+$30.5K	0.01%	534
2022 Q3	$387K	Buy	+13,448	New	+$443K	﹤0.01%	564
2022 Q2	–	Sell	-140	Closed	-$6.92K	–	1751
2022 Q1	$6.92K	Buy	+140	New	+$6.7K	﹤0.01%	1398

Other funds holding CG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

TD Waterhouse Canada's CG Position: Q2 2026 in Review

TD Waterhouse Canada increased its Carlyle Group (CG) stake by 9.2% in Q2 2026, buying an estimated $255K and bringing the position to 64,289 shares worth $2.72M. The position accounts for 0.01% of the portfolio, ranked #533.

TD Waterhouse Canada first reported a position in CG in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.79M in Q1 2026. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

TD Waterhouse Canada held 64,289 shares of Carlyle Group worth $2.72M as of Q2 2026.
TD Waterhouse Canada bought 5,423 Carlyle Group shares in Q2 2026, an estimated $255K.
Carlyle Group made up 0.01% of TD Waterhouse Canada's portfolio in Q2 2026, its #533 holding.
TD Waterhouse Canada first reported a position in Carlyle Group in Q1 2022 and has held it in 17 quarters since.
TD Waterhouse Canada's Carlyle Group position peaked at $2.79M in Q1 2026.
588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on TD Waterhouse Canada's 13F filing for Q2 2026, filed 27 Jul 2026.