Toronto Dominion Bank
MORN icon

Toronto Dominion Bank’s Morningstar MORN Stock Holding History

Toronto Dominion Bank’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
2025
Q3 		– Sell
-50,640
Closed -$15.9M – 2022
2025
Q2 		$15.9M Buy
+50,640
New +$15M 0.03% 442
2024
Q1 		– Sell
-1
Closed -$286 – 1541
2023
Q4 		$286 Hold
1
– – ﹤0.01% 1390
2023
Q3 		$234 Buy
+1
New +$226 ﹤0.01% 1582
2022
Q1 		– Sell
-6,000
Closed -$2.05M – 1768
2021
Q4 		$2.05M Buy
+6,000
New +$1.86M ﹤0.01% 827

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Morgan Stanley
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BAMCO Inc
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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Toronto Dominion Bank's MORN Position: Q3 2025 in Review

Toronto Dominion Bank sold out of Morningstar (MORN) in Q3 2025, closing a stake of 50,640 shares — an estimated $15.9M sold.

Toronto Dominion Bank first reported a position in MORN in Q4 2021 and held it in 4 quarters. The position peaked at $15.9M in Q2 2025. 451 funds tracked by Wall St. Rank hold MORN as of Q3 2025.

  • Toronto Dominion Bank reported no remaining Morningstar position as of Q3 2025 after selling out during the quarter.
  • Toronto Dominion Bank sold 50,640 Morningstar shares in Q3 2025, an estimated $15.9M.
  • Toronto Dominion Bank first reported a position in Morningstar in Q4 2021 and held it in 4 quarters.
  • Toronto Dominion Bank's Morningstar position peaked at $15.9M in Q2 2025.
  • 451 funds tracked by Wall St. Rank held Morningstar as of Q3 2025.

Based on Toronto Dominion Bank's 13F filing for Q3 2025, filed 14 Nov 2025.