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TD Waterhouse Canada’s Morgan Stanley MS Stock Holding History

TD Waterhouse Canada’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
Q2 		$124M Buy
583,289
+113,515
+24% +$22.5M 0.33% 63
2026
Q1 		$77.9M Buy
469,774
+196,267
+72% +$34M 0.23% 79
2025
Q4 		$48.6M Buy
273,507
+65,386
+31% +$10.9M 0.3% 70
2025
Q3 		$32.7M Sell
208,121
-8,918
-4% -$1.32M 0.21% 97
2025
Q2 		$30.6M Sell
217,039
-28,728
-12% -$3.53M 0.22% 93
2025
Q1 		$28.4M Sell
245,767
-14,974
-6% -$1.93M 0.23% 86
2024
Q4 		$32.8M Buy
260,741
+38,348
+17% +$4.72M 0.26% 76
2024
Q3 		$24.1M Sell
222,393
-17,364
-7% -$1.75M 0.2% 100
2024
Q2 		$23.8M Buy
239,757
+2,711
+1% +$258K 0.21% 94
2024
Q1 		$23.3M Sell
237,046
-43,881
-16% -$3.86M 0.17% 104
2023
Q4 		$28.3M Sell
280,927
-41,475
-13% -$3.32M 0.26% 71
2023
Q3 		$29.3M Sell
322,402
-15,135
-4% -$1.31M 0.31% 64
2023
Q2 		$31.4M Sell
337,537
-43,891
-12% -$3.75M 0.31% 61
2023
Q1 		$35.6M Buy
381,428
+16,438
+5% +$1.53M 0.37% 54
2022
Q4 		$34.5M Sell
364,990
-18,201
-5% -$1.55M 0.38% 48
2022
Q3 		$32.4M Buy
383,191
+184
+0% +$15.5K 0.37% 49
2022
Q2 		$31.3M Buy
383,007
+51,515
+16% +$4.22M 0.35% 54
2022
Q1 		$31.4M Sell
331,492
-33,834
-9% -$3.26M 0.31% 61
2021
Q4 		$40.7M Buy
+365,326
New +$36.4M 0.4% 53

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TD Waterhouse Canada's MS Position: Q2 2026 in Review

TD Waterhouse Canada increased its Morgan Stanley (MS) stake by 24% in Q2 2026, buying an estimated $22.5M and bringing the position to 583,289 shares worth $124M. The position accounts for 0.33% of the portfolio, ranked #63.

TD Waterhouse Canada first reported a position in MS in Q4 2021 and has held it in 19 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • TD Waterhouse Canada held 583,289 shares of Morgan Stanley worth $124M as of Q2 2026.
  • TD Waterhouse Canada bought 113,515 Morgan Stanley shares in Q2 2026, an estimated $22.5M.
  • Morgan Stanley made up 0.33% of TD Waterhouse Canada's portfolio in Q2 2026, its #63 holding.
  • TD Waterhouse Canada first reported a position in Morgan Stanley in Q4 2021 and has held it in 19 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on TD Waterhouse Canada's 13F filing for Q2 2026, filed 27 Jul 2026.