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

Massachusetts 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	$225K	Hold	2,410	–	–	0.1%	94
2025 Q4	$227K	Buy	+2,410	New	+$203K	0.11%	93
2024 Q3	–	Sell	-15,493	Closed	-$851K	–	96
2024 Q2	$851K	Sell	15,493 -275	-2%	-$15.6K	0.57%	61
2024 Q1	$952K	Sell	15,768 -125	-0.8%	-$7.55K	0.67%	59
2023 Q4	$1.03M	Sell	15,893 -125	-0.8%	-$7.5K	0.83%	52
2023 Q3	$965K	Sell	16,018 -66	-0.4%	-$4.12K	0.89%	47
2023 Q2	$997K	Sell	16,084 -225	-1%	-$13.5K	0.95%	46
2023 Q1	$977K	Sell	16,309 -725	-4%	-$46.8K	1.01%	43
2022 Q4	$1.18M	Buy	+17,034	New	+$1.1M	1.14%	38

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

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

Massachusetts Wealth Management held its Toronto Dominion Bank (TD) position steady in Q1 2026 at 2,410 shares worth $225K. The position accounts for 0.1% of the portfolio, ranked #94.

Massachusetts Wealth Management first reported a position in TD in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.18M in Q4 2022. 835 funds tracked by Wall St. Rank hold TD as of Q1 2026.

Massachusetts Wealth Management held 2,410 shares of Toronto Dominion Bank worth $225K as of Q1 2026.
Massachusetts Wealth Management left its Toronto Dominion Bank share count unchanged in Q1 2026.
Toronto Dominion Bank made up 0.1% of Massachusetts Wealth Management's portfolio in Q1 2026, its #94 holding.
Massachusetts Wealth Management first reported a position in Toronto Dominion Bank in Q4 2022 and has held it in 9 quarters since.
Massachusetts Wealth Management's Toronto Dominion Bank position peaked at $1.18M in Q4 2022.
835 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Massachusetts Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.