Wealth Management Associates’s Toronto Dominion Bank TD Stock Holding History

Wealth Management Associates’s Portfolio TD Stock Details TD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$641K	Buy	5,279 +15	+0.3%	+$1.64K	0.18%	103
2026 Q1	$491K	Buy	5,264 +18	+0.3%	+$1.71K	0.17%	118
2025 Q4	$494K	Buy	5,246 +18	+0.3%	+$1.52K	0.17%	110
2025 Q3	$418K	Sell	5,228 -233	-4%	-$17.5K	0.15%	129
2025 Q2	$401K	Buy	5,461 +24	+0.4%	+$1.57K	0.16%	128
2025 Q1	$326K	Sell	5,437 -483	-8%	-$28.1K	0.14%	141
2024 Q4	$315K	Buy	5,920 +32	+0.5%	+$1.79K	0.13%	147
2024 Q3	$373K	Sell	5,888 -808	-12%	-$47.8K	0.16%	129
2024 Q2	$368K	Hold	6,696	–	–	0.17%	122
2024 Q1	$368K	Buy	6,696 +204	+3%	+$12.3K	0.17%	122
2023 Q4	$420K	Buy	6,492 +28	+0.4%	+$1.68K	0.22%	96
2023 Q3	$390K	Sell	6,464 -499	-7%	-$31.1K	0.23%	95
2023 Q2	$432K	Sell	6,963 -223	-3%	-$13.4K	0.24%	85
2023 Q1	$430K	Buy	7,186 +25	+0.3%	+$1.61K	0.27%	89
2022 Q4	$464K	Buy	7,161 +13	+0.2%	+$840	0.31%	72
2022 Q3	$438K	Buy	7,148 +25	+0.4%	+$1.62K	0.31%	88
2022 Q2	$467K	Sell	7,123 -129	-2%	-$9.37K	0.32%	79
2022 Q1	$576K	Buy	7,252 +20	+0.3%	+$1.61K	0.33%	75
2021 Q4	$555K	Buy	+7,232	New	+$527K	0.3%	88
2021 Q3	–	Sell	-7,221	Closed	-$506K	–	201
2021 Q2	$506K	Sell	7,221 -403	-5%	-$28.2K	0.29%	92
2021 Q1	$497K	Buy	7,624 +2,022	+36%	+$123K	0.32%	79
2020 Q4	$316K	Sell	5,602 -856	-13%	-$43.4K	0.21%	120
2020 Q3	$299K	Buy	6,458 +67	+1%	+$3.12K	0.23%	107
2020 Q2	$285K	Buy	6,391 +31	+0.5%	+$1.32K	0.24%	103
2020 Q1	$270K	Sell	6,360 -923	-13%	-$47.3K	0.27%	88
2019 Q4	$409K	Buy	+7,283	New	+$413K	0.29%	83
2019 Q2	–	Sell	-7,269	Closed	-$395K	–	103
2019 Q1	$395K	Sell	7,269 -277	-4%	-$15.3K	0.43%	58
2018 Q4	$375K	Buy	+7,546	New	+$413K	0.51%	51

Other funds holding TD

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.11B AUM 38.73% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 47.26% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Wealth Management Associates's TD Position: Q2 2026 in Review

Wealth Management Associates increased its Toronto Dominion Bank (TD) stake by 0.28% in Q2 2026, buying an estimated $1.64K and bringing the position to 5,279 shares worth $641K. The position accounts for 0.18% of the portfolio, ranked #103.

Wealth Management Associates first reported a position in TD in Q4 2018 and has held it in 28 quarters since. 359 funds tracked by Wall St. Rank hold TD as of Q2 2026.

Wealth Management Associates held 5,279 shares of Toronto Dominion Bank worth $641K as of Q2 2026.
Wealth Management Associates bought 15 Toronto Dominion Bank shares in Q2 2026, an estimated $1.64K.
Toronto Dominion Bank made up 0.18% of Wealth Management Associates's portfolio in Q2 2026, its #103 holding.
Wealth Management Associates first reported a position in Toronto Dominion Bank in Q4 2018 and has held it in 28 quarters since.
359 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.