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Cary Street Partners Investment Advisory’s Toyota TM Stock Holding History

Cary Street Partners Investment Advisory’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 		$121K Sell
716
-112
-14% -$21.2K 0.02% 472
2026
Q1 		$171K Buy
828
+90
+12% +$20.3K 0.04% 370
2025
Q4 		$158K Buy
738
+60
+9% +$12.2K 0.04% 363
2025
Q3 		$130K Buy
678
+227
+50% +$42.8K 0.05% 334
2025
Q2 		$77.7K Sell
451
-61
-12% -$11K 0.04% 352
2025
Q1 		$90.4K Buy
512
+418
+445% +$77.8K 0.05% 307
2024
Q4 		$18.3K Sell
94
-15,096
-99% -$2.66M 0.01% 412
2024
Q3 		$2.71M Buy
15,190
+257
+2% +$48K 0.1% 229
2024
Q2 		$3.06M Buy
14,933
+818
+6% +$181K 0.12% 184
2024
Q1 		$3.55M Sell
14,115
-11,280
-44% -$2.5M 0.15% 162
2023
Q4 		$4.66M Sell
25,395
-1,106
-4% -$202K 0.22% 128
2023
Q3 		$4.76M Buy
26,501
+23,764
+868% +$4.06M 0.26% 104
2023
Q2 		$440K Sell
2,737
-215
-7% -$30.9K 0.03% 379
2023
Q1 		$418K Buy
2,952
+524
+22% +$73.6K 0.03% 365
2022
Q4 		$332K Sell
2,428
-313
-11% -$43.6K 0.02% 389
2022
Q3 		$357K Buy
2,741
+1,582
+136% +$240K 0.03% 359
2022
Q2 		$179K Sell
1,159
-4,983
-81% -$824K 0.02% 433
2022
Q1 		$1.11M Sell
6,142
-630
-9% -$118K 0.3% 101
2021
Q4 		$1.25M Buy
6,772
+1,379
+26% +$248K 0.35% 86
2021
Q3 		$959K Sell
5,393
-372
-6% -$66.4K 0.31% 87
2021
Q2 		$1.01M Buy
5,765
+3,865
+203% +$634K 0.33% 83
2021
Q1 		$297K Buy
+1,900
New +$287K 0.12% 167
2020
Q4 		– Sell
-11,446
Closed -$1.52M – 816
2020
Q3 		$1.52M Buy
+11,446
New +$1.49M 0.32% 91

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cary Street Partners Investment Advisory's TM Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its Toyota (TM) stake by 14% in Q2 2026, selling an estimated $21.2K and leaving 716 shares worth $121K. The position accounts for 0.02% of the portfolio, ranked #472.

Cary Street Partners Investment Advisory first reported a position in TM in Q3 2020 and has held it in 23 quarters since. The position peaked at $4.76M in Q3 2023. 453 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Cary Street Partners Investment Advisory held 716 shares of Toyota worth $121K as of Q2 2026.
  • Cary Street Partners Investment Advisory sold 112 Toyota shares in Q2 2026, an estimated $21.2K.
  • Toyota made up 0.02% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #472 holding.
  • Cary Street Partners Investment Advisory first reported a position in Toyota in Q3 2020 and has held it in 23 quarters since.
  • Cary Street Partners Investment Advisory's Toyota position peaked at $4.76M in Q3 2023.
  • 453 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.