TD Private Client Wealth’s Modiv Industrial MDV Stock Holding History

TD Private Client Wealth’s Portfolio MDV Stock Details MDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-216	Closed	-$3.76K	–	1819
2026 Q2	$3.76K	Buy	+216	New	+$3.71K	﹤0.01%	1257

Other funds holding MDV

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

TD Private Client Wealth's MDV Position: Q3 2026 in Review

TD Private Client Wealth sold out of Modiv Industrial (MDV) in Q3 2026, closing a stake of 216 shares — an estimated $3.76K sold.

TD Private Client Wealth first reported a position in MDV in Q2 2026 and held it in 1 quarter. The position peaked at $3.76K in Q2 2026. 2 funds tracked by Wall St. Rank hold MDV as of Q3 2026.

TD Private Client Wealth reported no remaining Modiv Industrial position as of Q3 2026 after selling out during the quarter.
TD Private Client Wealth sold 216 Modiv Industrial shares in Q3 2026, an estimated $3.76K.
TD Private Client Wealth first reported a position in Modiv Industrial in Q2 2026 and held it in 1 quarter.
TD Private Client Wealth's Modiv Industrial position peaked at $3.76K in Q2 2026.
2 funds tracked by Wall St. Rank held Modiv Industrial as of Q3 2026.

Based on TD Private Client Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.