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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
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
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 Waterhouse Canada's CG Position: Q1 2026 in Review

TD Waterhouse Canada increased its Carlyle Group (CG) stake by 318% in Q1 2026, buying an estimated $2.47M and bringing the position to 58,866 shares worth $2.79M. The position accounts for 0.01% of the portfolio, ranked #491.

TD Waterhouse Canada first reported a position in CG in Q1 2022 and has held it in 16 quarters since. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • TD Waterhouse Canada held 58,866 shares of Carlyle Group worth $2.79M as of Q1 2026.
  • TD Waterhouse Canada bought 44,800 Carlyle Group shares in Q1 2026, an estimated $2.47M.
  • Carlyle Group made up 0.01% of TD Waterhouse Canada's portfolio in Q1 2026, its #491 holding.
  • TD Waterhouse Canada first reported a position in Carlyle Group in Q1 2022 and has held it in 16 quarters since.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on TD Waterhouse Canada's 13F filing for Q1 2026, filed 12 May 2026.