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Atria Investments’s Toyota TM Stock Holding History

Atria Investments’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 		$353K Sell
2,096
-2,387
-53% -$452K ﹤0.01% 1741
2026
Q1 		$924K Buy
4,483
+1,107
+33% +$250K 0.01% 1096
2025
Q4 		$723K Buy
3,376
+546
+19% +$111K 0.01% 1240
2025
Q3 		$541K Buy
2,830
+64
+2% +$12.1K 0.01% 1376
2025
Q2 		$477K Sell
2,766
-381
-12% -$68.9K 0.01% 1448
2025
Q1 		$556K Buy
3,147
+373
+13% +$69.4K 0.01% 1298
2024
Q4 		$540K Buy
2,774
+450
+19% +$79.2K 0.01% 1289
2024
Q3 		$415K Sell
2,324
-1,878
-45% -$351K 0.01% 1423
2024
Q2 		$861K Sell
4,202
-381
-8% -$84.3K 0.01% 1017
2024
Q1 		$1.15M Buy
+4,583
New +$1.01M 0.02% 895
2022
Q3 		– Sell
-11,055
Closed -$1.7M – 794
2022
Q2 		$1.7M Buy
11,055
+2,998
+37% +$496K 0.04% 556
2022
Q1 		$1.45M Sell
8,057
-2,645
-25% -$495K 0.03% 693
2021
Q4 		$1.98M Buy
10,702
+568
+6% +$102K 0.04% 572
2021
Q3 		$1.8M Buy
10,134
+765
+8% +$137K 0.03% 572
2021
Q2 		$1.64M Buy
9,369
+528
+6% +$86.7K 0.03% 583
2021
Q1 		$1.38M Buy
8,841
+1,348
+18% +$204K 0.03% 589
2020
Q4 		$1.16M Buy
+7,493
New +$1.05M 0.03% 621
2020
Q1 		– Sell
-2,038
Closed -$286K – 1134
2019
Q4 		$286K Buy
+2,038
New +$285K 0.01% 997
2016
Q1 		– Sell
-2,434
Closed -$275K – 488
2015
Q4 		$275K Buy
2,434
+211
+9% +$26.1K 0.03% 331
2015
Q3 		$261K Buy
2,223
+467
+27% +$58.6K 0.04% 284
2015
Q2 		$235K Sell
1,756
-47
-3% -$6.48K 0.03% 350
2015
Q1 		$252K Buy
+1,803
New +$241K 0.03% 353
2014
Q4 		– Sell
-3,536
Closed -$416K – 468
2014
Q3 		$416K Buy
+3,536
New +$417K 0.04% 305

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

Atria Investments's TM Position: Q2 2026 in Review

Atria Investments reduced its Toyota (TM) stake by 53% in Q2 2026, selling an estimated $452K and leaving 2,096 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #1741.

Atria Investments first reported a position in TM in Q3 2014 and has held it in 23 quarters since. The position peaked at $1.98M in Q4 2021. 644 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Atria Investments held 2,096 shares of Toyota worth $353K as of Q2 2026.
  • Atria Investments sold 2,387 Toyota shares in Q2 2026, an estimated $452K.
  • Toyota made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1741 holding.
  • Atria Investments first reported a position in Toyota in Q3 2014 and has held it in 23 quarters since.
  • Atria Investments's Toyota position peaked at $1.98M in Q4 2021.
  • 644 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.