TD Private Client Wealth’s Morningstar MORN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.84K	Buy	31 +8	+35%	+$1.39K	﹤0.01%	1222
2026 Q1	$3.89K	Buy	23 +9	+64%	+$1.67K	﹤0.01%	1205
2025 Q4	$3.04K	Buy	14 +1	+8%	+$217	﹤0.01%	1220
2025 Q3	$3.02K	Hold	13	–	–	﹤0.01%	1200
2025 Q2	$4.08K	Sell	13 -1	-7%	-$296	﹤0.01%	1133
2025 Q1	$4.2K	Buy	14 +6	+75%	+$1.89K	﹤0.01%	1107
2024 Q4	$2.69K	Buy	8 +1	+14%	+$341	﹤0.01%	1155
2024 Q3	$2.23K	Buy	+7	New	+$2.17K	﹤0.01%	1173
2022 Q4	–	Sell	-2	Closed	-$425	–	1246
2022 Q3	$425	Hold	2	–	–	﹤0.01%	1196
2022 Q2	$484	Sell	2 -3	-60%	-$756	﹤0.01%	1204
2022 Q1	$1.37K	Buy	+5	New	+$1.41K	﹤0.01%	1195

Other funds holding MORN

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

TD Private Client Wealth's MORN Position: Q2 2026 in Review

TD Private Client Wealth increased its Morningstar (MORN) stake by 35% in Q2 2026, buying an estimated $1.39K and bringing the position to 31 shares worth $4.84K. The position accounts for ﹤0.01% of the portfolio, ranked #1222.

TD Private Client Wealth first reported a position in MORN in Q1 2022 and has held it in 11 quarters since. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

TD Private Client Wealth held 31 shares of Morningstar worth $4.84K as of Q2 2026.
TD Private Client Wealth bought 8 Morningstar shares in Q2 2026, an estimated $1.39K.
Morningstar made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1222 holding.
TD Private Client Wealth first reported a position in Morningstar in Q1 2022 and has held it in 11 quarters since.
419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.