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Ascent Group’s Toyota TM Stock Holding History

Ascent Group’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 		$374K Sell
2,221
-296
-12% -$56.1K 0.01% 609
2026
Q1 		$519K Sell
2,517
-30
-1% -$6.78K 0.02% 495
2025
Q4 		$545K Buy
2,547
+31
+1% +$6.29K 0.02% 481
2025
Q3 		$481K Buy
2,516
+977
+63% +$184K 0.02% 512
2025
Q2 		$265K Buy
1,539
+122
+9% +$22.1K 0.01% 604
2025
Q1 		$250K Buy
+1,417
New +$264K 0.01% 604
2022
Q1 		– Sell
-1,036
Closed -$207K – 468
2021
Q4 		$207K Buy
+1,036
New +$186K 0.03% 421

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Ascent Group's TM Position: Q2 2026 in Review

Ascent Group reduced its Toyota (TM) stake by 12% in Q2 2026, selling an estimated $56.1K and leaving 2,221 shares worth $374K. The position accounts for 0.01% of the portfolio, ranked #609.

Ascent Group first reported a position in TM in Q4 2021 and has held it in 7 quarters since. The position peaked at $545K in Q4 2025. 642 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Ascent Group held 2,221 shares of Toyota worth $374K as of Q2 2026.
  • Ascent Group sold 296 Toyota shares in Q2 2026, an estimated $56.1K.
  • Toyota made up 0.01% of Ascent Group's portfolio in Q2 2026, its #609 holding.
  • Ascent Group first reported a position in Toyota in Q4 2021 and has held it in 7 quarters since.
  • Ascent Group's Toyota position peaked at $545K in Q4 2025.
  • 642 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.