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 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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Los Angeles Capital Management

Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return