Toronto Dominion Bank’s Morgan Stanley MS Stock Holding History

Toronto Dominion Bank’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
2025 Q3	–	Sell	-2,500	Closed	-$352K	–	2026
2025 Q2	$352K	Sell	2,500 -2,500	-50%	-$307K	﹤0.01%	1228
2025 Q1	$583K	Buy	+5,000	New	+$644K	﹤0.01%	1141
2024 Q2	–	Sell	-40,000	Closed	-$3.77M	–	1503
2024 Q1	$3.77M	Sell	40,000 -350,000	-90%	-$30.8M	0.01%	681
2023 Q4	$36.4M	Hold	390,000	–	–	0.05%	253
2023 Q3	$31.9M	Hold	390,000	–	–	0.05%	256
2023 Q2	$33.3M	Sell	390,000 -335,000	-46%	-$28.6M	0.05%	257
2023 Q1	$63.7M	Sell	725,000 -300,000	-29%	-$28M	0.1%	152
2022 Q4	$87.1M	Hold	1,025,000	–	–	0.13%	129
2022 Q3	$81M	Buy	+1,025,000	New	+$86.4M	0.14%	107
2019 Q4	–	Sell	-400,000	Closed	-$17.1M	–	1479
2019 Q3	$17.1M	Buy	+400,000	New	+$17.1M	0.04%	329
2019 Q2	–	Sell	-306,100	Closed	-$12.9M	–	1647
2019 Q1	$12.9M	Buy	306,100 +298,600	+3,981%	+$12.6M	0.02%	414
2018 Q4	$297K	Buy	+7,500	New	+$327K	﹤0.01%	1066
2018 Q3	–	Sell	-35,000	Closed	-$1.66M	–	1513
2018 Q2	$1.66M	Buy	+35,000	New	+$1.83M	﹤0.01%	836
2016 Q3	–	Sell	-384,100	Closed	-$9.98M	–	1235
2016 Q2	$9.98M	Buy	+384,100	New	+$10M	0.04%	118
2016 Q1	–	Sell	-30,000	Closed	-$954K	–	1264
2015 Q4	$954K	Sell	30,000 -1,400	-4%	-$46.5K	0.01%	353
2015 Q3	$989K	Buy	+31,400	New	+$1.14M	0.01%	346
2014 Q3	–	Sell	-100,000	Closed	-$3.23M	–	982
2014 Q2	$3.23M	Hold	100,000	–	–	0.01%	228
2014 Q1	$3.12M	Buy	+100,000	New	+$3.09M	0.01%	213

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Toronto Dominion Bank's MS Position: Q1 2026 in Review

Toronto Dominion Bank reduced its Morgan Stanley (MS) stake by 5.2% in Q1 2026, selling an estimated $4.96M and leaving 516,875 shares worth $85.1M. The position accounts for 0.12% of the portfolio, ranked #155.

Toronto Dominion Bank first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $136M in Q4 2021. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Toronto Dominion Bank held 516,875 shares of Morgan Stanley worth $85.1M as of Q1 2026.
Toronto Dominion Bank sold 28,622 Morgan Stanley shares in Q1 2026, an estimated $4.96M.
Morgan Stanley made up 0.12% of Toronto Dominion Bank's portfolio in Q1 2026, its #155 holding.
Toronto Dominion Bank first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
Toronto Dominion Bank's Morgan Stanley position peaked at $136M in Q4 2021.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Toronto Dominion Bank's 13F filing for Q1 2026, filed 15 May 2026.