Cerity Partners
TM icon

Cerity Partners’s Toyota TM Stock Holding History

Cerity 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 		$5.54M Sell
32,865
-3,333
-9% -$631K 0.01% 1045
2026
Q1 		$7.46M Buy
36,198
+2,549
+8% +$576K 0.01% 836
2025
Q4 		$7.2M Buy
33,649
+3,441
+11% +$698K 0.01% 789
2025
Q3 		$5.77M Buy
30,208
+1,425
+5% +$269K 0.01% 795
2025
Q2 		$4.96M Sell
28,783
-7,791
-21% -$1.41M 0.01% 805
2025
Q1 		$6.46M Buy
36,574
+57
+0.2% +$10.6K 0.01% 630
2024
Q4 		$6.91M Sell
36,517
-5,585
-13% -$983K 0.02% 606
2024
Q3 		$7.52M Buy
42,102
+14,054
+50% +$2.63M 0.02% 575
2024
Q2 		$5.75M Sell
28,048
-13,460
-32% -$2.98M 0.02% 568
2024
Q1 		$10.4M Buy
41,508
+13,808
+50% +$3.06M 0.03% 445
2023
Q4 		$5.08M Buy
27,700
+8,340
+43% +$1.52M 0.02% 535
2023
Q3 		$3.48M Sell
19,360
-6,950
-26% -$1.19M 0.02% 481
2023
Q2 		$4.23M Buy
26,310
+431
+2% +$62K 0.02% 538
2023
Q1 		$7.21M Buy
25,879
+1,460
+6% +$205K 0.02% 421
2022
Q4 		$3.33M Buy
24,419
+15,103
+162% +$2.11M 0.02% 433
2022
Q3 		$1.21M Sell
9,316
-574
-6% -$87K 0.01% 472
2022
Q2 		$1.52M Buy
9,890
+8,535
+630% +$1.41M 0.02% 464
2022
Q1 		$245K Sell
1,355
-3,050
-69% -$570K ﹤0.01% 799
2021
Q4 		$820K Buy
+4,405
New +$792K 0.01% 471
2018
Q1 		– Sell
-2,338
Closed -$297K – 579
2017
Q4 		$297K Sell
2,338
-364
-13% -$45.4K 0.02% 448
2017
Q3 		$322K Buy
+2,702
New +$306K 0.02% 418

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

Cerity Partners's TM Position: Q2 2026 in Review

Cerity Partners reduced its Toyota (TM) stake by 9.2% in Q2 2026, selling an estimated $631K and leaving 32,865 shares worth $5.54M. The position accounts for 0.01% of the portfolio, ranked #1045.

Cerity Partners first reported a position in TM in Q3 2017 and has held it in 21 quarters since. The position peaked at $10.4M in Q1 2024. 644 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Cerity Partners held 32,865 shares of Toyota worth $5.54M as of Q2 2026.
  • Cerity Partners sold 3,333 Toyota shares in Q2 2026, an estimated $631K.
  • Toyota made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #1045 holding.
  • Cerity Partners first reported a position in Toyota in Q3 2017 and has held it in 21 quarters since.
  • Cerity Partners's Toyota position peaked at $10.4M in Q1 2024.
  • 644 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.