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TD Private Client Wealth’s Morgan Stanley MS Stock Holding History

TD Private Client Wealth’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.17M Sell
25,366
-176
-0.7% -$30.5K 0.09% 148
2025
Q4 		$4.53M Sell
25,542
-1,632
-6% -$272K 0.1% 139
2025
Q3 		$4.32M Sell
27,174
-10,971
-29% -$1.62M 0.1% 146
2025
Q2 		$5.37M Buy
38,145
+2,516
+7% +$309K 0.13% 111
2025
Q1 		$4.16M Buy
35,629
+7,670
+27% +$988K 0.11% 125
2024
Q4 		$3.52M Sell
27,959
-6,366
-19% -$784K 0.1% 147
2024
Q3 		$3.58M Buy
34,325
+16,865
+97% +$1.7M 0.1% 154
2024
Q2 		$1.7M Sell
17,460
-1,889
-10% -$180K 0.05% 263
2024
Q1 		$1.82M Sell
19,349
-1,050
-5% -$92.5K 0.06% 255
2023
Q4 		$1.9M Sell
20,399
-43
-0.2% -$3.44K 0.07% 226
2023
Q3 		$1.67M Buy
20,442
+12,874
+170% +$1.12M 0.07% 236
2023
Q2 		$646K Buy
7,568
+799
+12% +$68.3K 0.03% 406
2023
Q1 		$594K Sell
6,769
-869
-11% -$81.1K 0.03% 407
2022
Q4 		$649K Sell
7,638
-381
-5% -$32.5K 0.03% 387
2022
Q3 		$634K Sell
8,019
-397
-5% -$33.5K 0.03% 378
2022
Q2 		$640K Sell
8,416
-8,940
-52% -$732K 0.03% 384
2022
Q1 		$1.52M Sell
17,356
-1,330
-7% -$128K 0.06% 274
2021
Q4 		$1.83M Sell
18,686
-5,025
-21% -$501K 0.08% 247
2021
Q3 		$2.31M Sell
23,711
-17,287
-42% -$1.71M 0.1% 207
2021
Q2 		$3.76M Sell
40,998
-10,442
-20% -$895K 0.16% 147
2021
Q1 		$3.99M Sell
51,440
-3,225
-6% -$247K 0.19% 127
2020
Q4 		$3.75M Sell
54,665
-11,038
-17% -$633K 0.19% 127
2020
Q3 		$3.18M Sell
65,703
-6,875
-9% -$346K 0.18% 125
2020
Q2 		$3.51M Buy
72,578
+5,267
+8% +$221K 0.2% 109
2020
Q1 		$2.29M Buy
67,311
+3,317
+5% +$156K 0.16% 129
2019
Q4 		$3.27M Buy
+63,994
New +$3.03M 0.2% 126

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

TD Private Client Wealth's MS Position: Q1 2026 in Review

TD Private Client Wealth reduced its Morgan Stanley (MS) stake by 0.69% in Q1 2026, selling an estimated $30.5K and leaving 25,366 shares worth $4.17M. The position accounts for 0.09% of the portfolio, ranked #148.

TD Private Client Wealth first reported a position in MS in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.37M in Q2 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • TD Private Client Wealth held 25,366 shares of Morgan Stanley worth $4.17M as of Q1 2026.
  • TD Private Client Wealth sold 176 Morgan Stanley shares in Q1 2026, an estimated $30.5K.
  • Morgan Stanley made up 0.09% of TD Private Client Wealth's portfolio in Q1 2026, its #148 holding.
  • TD Private Client Wealth first reported a position in Morgan Stanley in Q4 2019 and has held it in 26 quarters since.
  • TD Private Client Wealth's Morgan Stanley position peaked at $5.37M in Q2 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.