55 North Private Wealth’s Toyota TM Stock Holding History

55 North Private Wealth’s Portfolio TM Stock Details TM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$228K	Buy	1,356 +58	+4%	+$11K	0.04%	247
2026 Q1	$268K	Buy	1,298 +223	+21%	+$50.4K	0.07%	156
2025 Q4	$230K	Buy	+1,075	New	+$218K	0.06%	162

Other funds holding TM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

55 North Private Wealth's TM Position: Q2 2026 in Review

55 North Private Wealth increased its Toyota (TM) stake by 4.5% in Q2 2026, buying an estimated $11K and bringing the position to 1,356 shares worth $228K. The position accounts for 0.04% of the portfolio, ranked #247.

55 North Private Wealth first reported a position in TM in Q4 2025 and has held it in 3 quarters since. The position peaked at $268K in Q1 2026. 639 funds tracked by Wall St. Rank hold TM as of Q2 2026.

55 North Private Wealth held 1,356 shares of Toyota worth $228K as of Q2 2026.
55 North Private Wealth bought 58 Toyota shares in Q2 2026, an estimated $11K.
Toyota made up 0.04% of 55 North Private Wealth's portfolio in Q2 2026, its #247 holding.
55 North Private Wealth first reported a position in Toyota in Q4 2025 and has held it in 3 quarters since.
55 North Private Wealth's Toyota position peaked at $268K in Q1 2026.
639 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.