Cabot Wealth Management’s Toronto Dominion Bank TD Stock Holding History

Cabot Wealth Management’s Portfolio TD Stock Details TD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$563K	Hold	6,032	–	–	0.06%	98
2025 Q4	$568K	Hold	6,032	–	–	0.06%	102
2025 Q3	$482K	Hold	6,032	–	–	0.05%	107
2025 Q2	$443K	Hold	6,032	–	–	0.05%	102
2025 Q1	$362K	Hold	6,032	–	–	0.05%	102
2024 Q4	$321K	Hold	6,032	–	–	0.04%	107
2024 Q3	$382K	Hold	6,032	–	–	0.05%	108
2024 Q2	$332K	Hold	6,032	–	–	0.04%	118
2024 Q1	$364K	Sell	6,032 -130	-2%	-$7.85K	0.05%	123
2023 Q4	$398K	Hold	6,162	–	–	0.06%	121
2023 Q3	$371K	Hold	6,162	–	–	0.06%	120
2023 Q2	$382K	Sell	6,162 -625	-9%	-$37.6K	0.06%	122
2023 Q1	$407K	Sell	6,787 -570	-8%	-$36.8K	0.06%	113
2022 Q4	$476K	Sell	7,357 -7,808	-51%	-$504K	0.08%	111
2022 Q3	$930K	Sell	15,165 -14,133	-48%	-$915K	0.16%	92
2022 Q2	$1.92M	Hold	29,298	–	–	0.3%	73
2022 Q1	$2.33M	Hold	29,298	–	–	0.31%	74
2021 Q4	$2.25M	Hold	29,298	–	–	0.28%	79
2021 Q3	$1.94M	Hold	29,298	–	–	0.26%	81
2021 Q2	$2.05M	Sell	29,298 -1,995	-6%	-$140K	0.27%	78
2021 Q1	$2.04M	Sell	31,293 -2	-0%	-$122	0.29%	74
2020 Q4	$1.77M	Hold	31,295	–	–	0.27%	74
2020 Q3	$1.45M	Hold	31,295	–	–	0.26%	74
2020 Q2	$1.4M	Buy	31,295 +17,490	+127%	+$744K	0.28%	71
2020 Q1	$585K	Buy	+13,805	New	+$708K	0.14%	85

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

Cabot Wealth Management's TD Position: Q1 2026 in Review

Cabot Wealth Management held its Toronto Dominion Bank (TD) position steady in Q1 2026 at 6,032 shares worth $563K. The position accounts for 0.06% of the portfolio, ranked #98.

Cabot Wealth Management first reported a position in TD in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.33M in Q1 2022. 835 funds tracked by Wall St. Rank hold TD as of Q1 2026.

Cabot Wealth Management held 6,032 shares of Toronto Dominion Bank worth $563K as of Q1 2026.
Cabot Wealth Management left its Toronto Dominion Bank share count unchanged in Q1 2026.
Toronto Dominion Bank made up 0.06% of Cabot Wealth Management's portfolio in Q1 2026, its #98 holding.
Cabot Wealth Management first reported a position in Toronto Dominion Bank in Q1 2020 and has held it in 25 quarters since.
Cabot Wealth Management's Toronto Dominion Bank position peaked at $2.33M in Q1 2022.
835 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Cabot Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.