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Canopy Partners’s Toyota TM Stock Holding History

Canopy Partners’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 		– Sell
-1,423
Closed -$293K – 267
2026
Q1 		$293K Buy
1,423
+14
+1% +$3.16K 0.1% 171
2025
Q4 		$302K Buy
1,409
+115
+9% +$23.3K 0.1% 166
2025
Q3 		$247K Buy
+1,294
New +$244K 0.08% 186
2025
Q2 		– Sell
-1,254
Closed -$221K – 233
2025
Q1 		$221K Buy
1,254
+6
+0.5% +$1.12K 0.09% 177
2024
Q4 		$243K Buy
1,248
+29
+2% +$5.1K 0.09% 161
2024
Q3 		$218K Sell
1,219
-62
-5% -$11.6K 0.09% 178
2024
Q2 		$263K Sell
1,281
-167
-12% -$36.9K 0.12% 144
2024
Q1 		$364K Buy
+1,448
New +$320K 0.18% 110

Other funds holding TM

MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Canopy Partners's TM Position: Q2 2026 in Review

Canopy Partners sold out of Toyota (TM) in Q2 2026, closing a stake of 1,423 shares — an estimated $293K sold.

Canopy Partners first reported a position in TM in Q1 2024 and held it in 8 quarters. The position peaked at $364K in Q1 2024. 172 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Canopy Partners reported no remaining Toyota position as of Q2 2026 after selling out during the quarter.
  • Canopy Partners sold 1,423 Toyota shares in Q2 2026, an estimated $293K.
  • Canopy Partners first reported a position in Toyota in Q1 2024 and held it in 8 quarters.
  • Canopy Partners's Toyota position peaked at $364K in Q1 2024.
  • 172 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.