Cascade Financial Partners’s Toyota TM Stock Holding History

Cascade Financial 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	$1.25M	Hold	7,430	–	–	0.11%	109
2026 Q1	$1.53M	Hold	7,430	–	–	0.16%	94
2025 Q4	$1.59M	Hold	7,430	–	–	0.16%	90
2025 Q3	$1.42M	Hold	7,430	–	–	0.16%	93
2025 Q2	$1.28M	Hold	7,430	–	–	0.15%	98
2025 Q1	$1.31M	Hold	7,430	–	–	0.17%	93
2024 Q4	$1.45M	Hold	7,430	–	–	0.19%	79
2024 Q3	$1.26M	Hold	7,430	–	–	0.16%	87
2024 Q2	$1.52M	Hold	7,430	–	–	0.2%	76
2024 Q1	$1.81M	Buy	+7,430	New	+$1.64M	0.26%	64

Other funds holding TM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Cascade Financial Partners's TM Position: Q2 2026 in Review

Cascade Financial Partners held its Toyota (TM) position steady in Q2 2026 at 7,430 shares worth $1.25M. The position accounts for 0.11% of the portfolio, ranked #109.

Cascade Financial Partners first reported a position in TM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.81M in Q1 2024. 644 funds tracked by Wall St. Rank hold TM as of Q2 2026.

Cascade Financial Partners held 7,430 shares of Toyota worth $1.25M as of Q2 2026.
Cascade Financial Partners left its Toyota share count unchanged in Q2 2026.
Toyota made up 0.11% of Cascade Financial Partners's portfolio in Q2 2026, its #109 holding.
Cascade Financial Partners first reported a position in Toyota in Q1 2024 and has held it in 10 quarters since.
Cascade Financial Partners's Toyota position peaked at $1.81M in Q1 2024.
644 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.