Arkadios Wealth Advisors’s Toyota TM Stock Holding History

Arkadios Wealth Advisors’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	$508K	Buy	3,014 +2	+0.1%	+$379	0.01%	1115
2026 Q1	$621K	Buy	3,012 +258	+9%	+$58.3K	0.01%	1006
2025 Q4	$589K	Buy	2,754 +57	+2%	+$11.6K	0.01%	924
2025 Q3	$515K	Sell	2,697 -74	-3%	-$13.9K	0.01%	924
2025 Q2	$477K	Buy	+2,771	New	+$501K	0.01%	862
2021 Q4	–	Sell	-180	Closed	-$31K	–	1670
2021 Q3	$31K	Hold	180	–	–	﹤0.01%	1062
2021 Q2	$31K	Buy	180 +47	+35%	+$7.71K	﹤0.01%	1116
2021 Q1	$20K	Buy	+133	New	+$20.1K	﹤0.01%	972
2020 Q2	–	Sell	-2	Closed	-$240	–	1142
2020 Q1	$240	Buy	+2	New	+$267	﹤0.01%	1065

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

Arkadios Wealth Advisors's TM Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Toyota (TM) stake by 0.07% in Q2 2026, buying an estimated $379 and bringing the position to 3,014 shares worth $508K. The position accounts for 0.01% of the portfolio, ranked #1115.

Arkadios Wealth Advisors first reported a position in TM in Q1 2020 and has held it in 9 quarters since. The position peaked at $621K in Q1 2026. 642 funds tracked by Wall St. Rank hold TM as of Q2 2026.

Arkadios Wealth Advisors held 3,014 shares of Toyota worth $508K as of Q2 2026.
Arkadios Wealth Advisors bought 2 Toyota shares in Q2 2026, an estimated $379.
Toyota made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1115 holding.
Arkadios Wealth Advisors first reported a position in Toyota in Q1 2020 and has held it in 9 quarters since.
Arkadios Wealth Advisors's Toyota position peaked at $621K in Q1 2026.
642 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.