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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
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 $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 Waterhouse Canada's MS Position: Q1 2026 in Review

TD Waterhouse Canada increased its Morgan Stanley (MS) stake by 72% in Q1 2026, buying an estimated $34M and bringing the position to 469,774 shares worth $77.9M. The position accounts for 0.23% of the portfolio, ranked #79.

TD Waterhouse Canada first reported a position in MS in Q4 2021 and has held it in 18 quarters since. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • TD Waterhouse Canada held 469,774 shares of Morgan Stanley worth $77.9M as of Q1 2026.
  • TD Waterhouse Canada bought 196,267 Morgan Stanley shares in Q1 2026, an estimated $34M.
  • Morgan Stanley made up 0.23% of TD Waterhouse Canada's portfolio in Q1 2026, its #79 holding.
  • TD Waterhouse Canada first reported a position in Morgan Stanley in Q4 2021 and has held it in 18 quarters since.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on TD Waterhouse Canada's 13F filing for Q1 2026, filed 12 May 2026.