Cassaday & Co Wealth Management
TM icon

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
Q3 		$28.6K Sell
156
-36
-19% -$6.75K ﹤0.01% 750
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

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Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Altrius Capital Management
Altrius Capital Management New Bern, North Carolina $561M AUM 16.14% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Cassaday & Co Wealth Management's TM Position: Q3 2026 in Review

Cassaday & Co Wealth Management reduced its Toyota (TM) stake by 19% in Q3 2026, selling an estimated $6.75K and leaving 156 shares worth $28.6K. The position accounts for ﹤0.01% of the portfolio, ranked #750.

Cassaday & Co Wealth Management first reported a position in TM in Q1 2026 and has held it in 3 quarters since. The position peaked at $66.2K in Q1 2026. 391 funds tracked by Wall St. Rank hold TM as of Q3 2026.

  • Cassaday & Co Wealth Management held 156 shares of Toyota worth $28.6K as of Q3 2026.
  • Cassaday & Co Wealth Management sold 36 Toyota shares in Q3 2026, an estimated $6.75K.
  • Toyota made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #750 holding.
  • Cassaday & Co Wealth Management first reported a position in Toyota in Q1 2026 and has held it in 3 quarters since.
  • Cassaday & Co Wealth Management's Toyota position peaked at $66.2K in Q1 2026.
  • 391 funds tracked by Wall St. Rank held Toyota as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.