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Cassaday & Co Wealth Management’s Toyota TM Stock Holding History

Cassaday & Co Wealth Management’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 		$32.3K Sell
192
-129
-40% -$24.4K ﹤0.01% 701
2026
Q1 		$66.2K Buy
+321
New +$72.5K ﹤0.01% 557

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

Cassaday & Co Wealth Management's TM Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Toyota (TM) stake by 40% in Q2 2026, selling an estimated $24.4K and leaving 192 shares worth $32.3K. The position accounts for ﹤0.01% of the portfolio, ranked #701.

Cassaday & Co Wealth Management first reported a position in TM in Q1 2026 and has held it in 2 quarters since. The position peaked at $66.2K in Q1 2026. 642 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Cassaday & Co Wealth Management held 192 shares of Toyota worth $32.3K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 129 Toyota shares in Q2 2026, an estimated $24.4K.
  • Toyota made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #701 holding.
  • Cassaday & Co Wealth Management first reported a position in Toyota in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Toyota position peaked at $66.2K in Q1 2026.
  • 642 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.