TD Private Client Wealth LLC

SEC CIK: 0001551017
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

MS holding history

Morgan Stanley in every 13F filed by TD Private Client Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MS overview All 13F holders of MS Full Q2 2026 holdings

Shares (Q2 2026): 24,947
Value: $5.21M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of MS by TD Private Client Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	24,947	$5.21M	0.1%	−419−1.7%	Reduced	Holders
Q1 2026	25,366	$4.17M	0.1%	−176−0.7%	Reduced	Holders
Q4 2025	25,542	$4.53M	0.1%	−1,632−6.0%	Reduced	Holders
Q3 2025	27,174	$4.32M	0.1%	−10,971−28.8%	Reduced	Holders
Q2 2025	38,145	$5.37M	0.1%	+2,516+7.1%	Added	Holders
Q1 2025	35,629	$4.16M	0.1%	+7,670+27.4%	Added	Holders
Q4 2024	27,959	$3.52M	0.1%	−6,366−18.5%	Reduced	Holders
Q3 2024	34,325	$3.58M	0.1%	+16,865+96.6%	Added	Holders
Q2 2024	17,460	$1.70M	0.1%	−1,889−9.8%	Reduced	Holders
Q1 2024	19,349	$1.82M	0.1%	−1,050−5.1%	Reduced	Holders
Q4 2023	20,399	$1.90M	0.1%	−43−0.2%	Reduced	Holders
Q3 2023	20,442	$1.67M	0.1%	+12,874+170.1%	Added	Holders
Q2 2023	7,568	$646.3K	<0.1%	+799+11.8%	Added	Holders
Q1 2023	6,769	$594.3K	<0.1%	−869−11.4%	Reduced	Holders
Q4 2022	7,638	$649.4K	<0.1%	−381−4.8%	Reduced	Holders
Q3 2022	8,019	$633.6K	<0.1%	−397−4.7%	Reduced	Holders
Q2 2022	8,416	$640.1K	<0.1%	−8,940−51.5%	Reduced	Holders
Q1 2022	17,356	$1.52M	0.1%	−1,330−7.1%	Reduced	Holders
Q4 2021	18,686	$1.83M	0.1%	−5,025−21.2%	Reduced	Holders
Q3 2021	23,711	$2.31M	0.1%	−17,287−42.2%	Reduced	Holders
Q2 2021	40,998	$3.76M	0.2%	−10,442−20.3%	Reduced	Holders
Q1 2021	51,440	$3.99M	0.2%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.