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Beacon Pointe Advisors’s Toyota TM Stock Holding History

Beacon Pointe 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 		$745K Sell
4,425
-2,133
-33% -$404K ﹤0.01% 1163
2026
Q1 		$1.35M Buy
6,558
+2,785
+74% +$629K 0.01% 878
2025
Q4 		$808K Buy
3,773
+890
+31% +$181K 0.01% 901
2025
Q3 		$551K Sell
2,883
-287
-9% -$54.1K ﹤0.01% 977
2025
Q2 		$546K Sell
3,170
-116
-4% -$21K 0.01% 858
2025
Q1 		$580K Sell
3,286
-15
-0.5% -$2.79K 0.01% 810
2024
Q4 		$642K Sell
3,301
-188
-5% -$33.1K 0.01% 754
2024
Q3 		$623K Sell
3,489
-187
-5% -$34.9K 0.01% 776
2024
Q2 		$753K Buy
3,676
+10
+0.3% +$2.21K 0.01% 725
2024
Q1 		$923K Sell
3,666
-80
-2% -$17.7K 0.01% 717
2023
Q4 		$687K Buy
3,746
+131
+4% +$23.9K 0.01% 781
2023
Q3 		$650K Buy
3,615
+291
+9% +$49.7K 0.01% 771
2023
Q2 		$534K Sell
3,324
-411
-11% -$59.1K 0.01% 695
2023
Q1 		$529K Buy
3,735
+272
+8% +$38.2K 0.01% 747
2022
Q4 		$473K Buy
3,463
+431
+14% +$60.1K 0.01% 707
2022
Q3 		$396K Sell
3,032
-413
-12% -$62.6K 0.01% 717
2022
Q2 		$531K Sell
3,445
-184
-5% -$30.4K 0.01% 628
2022
Q1 		$654K Sell
3,629
-43
-1% -$8.04K 0.01% 731
2021
Q4 		$680K Buy
3,672
+358
+11% +$64.4K 0.02% 469
2021
Q3 		$589K Buy
3,314
+648
+24% +$116K 0.01% 511
2021
Q2 		$466K Buy
+2,666
New +$438K 0.02% 501

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

Beacon Pointe Advisors's TM Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Toyota (TM) stake by 33% in Q2 2026, selling an estimated $404K and leaving 4,425 shares worth $745K. The position accounts for ﹤0.01% of the portfolio, ranked #1163.

Beacon Pointe Advisors first reported a position in TM in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.35M in Q1 2026. 642 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Beacon Pointe Advisors held 4,425 shares of Toyota worth $745K as of Q2 2026.
  • Beacon Pointe Advisors sold 2,133 Toyota shares in Q2 2026, an estimated $404K.
  • Toyota made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1163 holding.
  • Beacon Pointe Advisors first reported a position in Toyota in Q2 2021 and has held it in 21 quarters since.
  • Beacon Pointe Advisors's Toyota position peaked at $1.35M in Q1 2026.
  • 642 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.