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Wealthcare Advisory Partners’s Toronto Dominion Bank TD Stock Holding History

Wealthcare Advisory Partners’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 		$360K Sell
2,967
-154
-5% -$16.9K 0.01% 816
2026
Q1 		$291K Sell
3,121
-42
-1% -$4K 0.01% 893
2025
Q4 		$298K Sell
3,163
-1,247
-28% -$105K 0.01% 873
2025
Q3 		$353K Sell
4,410
-75
-2% -$5.63K 0.01% 787
2025
Q2 		$329K Sell
4,485
-40
-0.9% -$2.61K 0.01% 761
2025
Q1 		$271K Sell
4,525
-17
-0.4% -$990 0.01% 773
2024
Q4 		$242K Sell
4,542
-576
-11% -$32.3K 0.01% 781
2024
Q3 		$324K Buy
5,118
+336
+7% +$19.9K 0.01% 695
2024
Q2 		$263K Sell
4,782
-57
-1% -$3.23K 0.01% 715
2024
Q1 		$292K Sell
4,839
-328
-6% -$19.8K 0.01% 681
2023
Q4 		$334K Buy
5,167
+99
+2% +$5.94K 0.01% 575
2023
Q3 		$305K Sell
5,068
-174
-3% -$10.8K 0.01% 548
2023
Q2 		$325K Sell
5,242
-18
-0.3% -$1.08K 0.01% 543
2023
Q1 		$315K Sell
5,260
-75
-1% -$4.85K 0.01% 569
2022
Q4 		$346K Buy
5,335
+493
+10% +$31.8K 0.02% 502
2022
Q3 		$297K Buy
4,842
+74
+2% +$4.79K 0.02% 484
2022
Q2 		$313K Buy
4,768
+482
+11% +$35K 0.02% 419
2022
Q1 		$340K Buy
4,286
+136
+3% +$11K 0.02% 384
2021
Q4 		$318K Buy
4,150
+658
+19% +$48K 0.02% 428
2021
Q3 		$231K Buy
3,492
+182
+5% +$12.1K 0.02% 485
2021
Q2 		$232K Buy
3,310
+8
+0.2% +$560 0.02% 485
2021
Q1 		$215K Buy
+3,302
New +$202K 0.02% 468
2020
Q2 		– Sell
-11,432
Closed -$485K – 1232
2020
Q1 		$485K Buy
11,432
+25
+0.2% +$1.28K 0.07% 147
2019
Q4 		$640K Buy
11,407
+8
+0.1% +$454 0.08% 142
2019
Q3 		$664K Buy
11,399
+8
+0.1% +$455 0.1% 121
2019
Q2 		$665K Buy
11,391
+7
+0.1% +$394 0.11% 117
2019
Q1 		$618K Sell
11,384
-18
-0.2% -$995 0.11% 117
2018
Q4 		$567K Buy
11,402
+8
+0.1% +$438 0.11% 110
2018
Q3 		$693K Buy
11,394
+7
+0.1% +$417 0.13% 96
2018
Q2 		$659K Sell
11,387
-252
-2% -$14.4K 0.13% 97
2018
Q1 		$662K Buy
11,639
+7
+0.1% +$410 0.15% 87
2017
Q4 		$681K Buy
11,632
+7
+0.1% +$400 0.18% 73
2017
Q3 		$654K Buy
+11,625
New +$610K 0.19% 65

Other funds holding TD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
AC
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
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
TPM
Triasima Portfolio Management Montreal, Quebec, Canada $740M AUM 69.74% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
JAM
JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return

Wealthcare Advisory Partners's TD Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Toronto Dominion Bank (TD) stake by 4.9% in Q2 2026, selling an estimated $16.9K and leaving 2,967 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #816.

Wealthcare Advisory Partners first reported a position in TD in Q3 2017 and has held it in 33 quarters since. The position peaked at $693K in Q3 2018. 164 funds tracked by Wall St. Rank hold TD as of Q2 2026.

  • Wealthcare Advisory Partners held 2,967 shares of Toronto Dominion Bank worth $360K as of Q2 2026.
  • Wealthcare Advisory Partners sold 154 Toronto Dominion Bank shares in Q2 2026, an estimated $16.9K.
  • Toronto Dominion Bank made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #816 holding.
  • Wealthcare Advisory Partners first reported a position in Toronto Dominion Bank in Q3 2017 and has held it in 33 quarters since.
  • Wealthcare Advisory Partners's Toronto Dominion Bank position peaked at $693K in Q3 2018.
  • 164 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.