Clearstead Advisors’s Toyota TM Stock Holding History

Clearstead Advisors’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	$363K	Buy	2,155 +1,925	+837%	+$365K	﹤0.01%	864
2026 Q1	$47.4K	Hold	230	–	–	﹤0.01%	1294
2025 Q4	$49.2K	Hold	230	–	–	﹤0.01%	1409
2025 Q3	$44K	Hold	230	–	–	﹤0.01%	1321
2025 Q2	$39.6K	Sell	230 -11	-5%	-$1.99K	﹤0.01%	1360
2025 Q1	$42.5K	Buy	241 +6	+3%	+$1.12K	﹤0.01%	1212
2024 Q4	$45.7K	Sell	235 -143	-38%	-$25.2K	﹤0.01%	1179
2024 Q3	$67.5K	Hold	378	–	–	﹤0.01%	1135
2024 Q2	$77.5K	Buy	378 +63	+20%	+$13.9K	﹤0.01%	1056
2024 Q1	$67.9K	Buy	315 +85	+37%	+$18.8K	﹤0.01%	695
2023 Q4	$42.2K	Hold	230	–	–	﹤0.01%	788
2023 Q3	$41.3K	Hold	230	–	–	﹤0.01%	749
2023 Q2	$37K	Hold	230	–	–	﹤0.01%	785
2023 Q1	$32.6K	Hold	230	–	–	﹤0.01%	754
2022 Q4	$31.4K	Buy	230 +14	+6%	+$1.95K	﹤0.01%	713
2022 Q3	$28K	Hold	216	–	–	﹤0.01%	712
2022 Q2	$33K	Hold	216	–	–	﹤0.01%	707
2022 Q1	$39K	Hold	216	–	–	﹤0.01%	730
2021 Q4	$40K	Hold	216	–	–	﹤0.01%	698
2021 Q3	$38K	Buy	216 +4	+2%	+$714	﹤0.01%	657
2021 Q2	$37K	Buy	212 +150	+242%	+$24.6K	﹤0.01%	606
2021 Q1	$10K	Hold	62	–	–	﹤0.01%	787
2020 Q4	$10K	Buy	+62	New	+$8.67K	﹤0.01%	726

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

Clearstead Advisors's TM Position: Q2 2026 in Review

Clearstead Advisors increased its Toyota (TM) stake by 837% in Q2 2026, buying an estimated $365K and bringing the position to 2,155 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #864.

Clearstead Advisors first reported a position in TM in Q4 2020 and has held it in 23 quarters since. 642 funds tracked by Wall St. Rank hold TM as of Q2 2026.

Clearstead Advisors held 2,155 shares of Toyota worth $363K as of Q2 2026.
Clearstead Advisors bought 1,925 Toyota shares in Q2 2026, an estimated $365K.
Toyota made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #864 holding.
Clearstead Advisors first reported a position in Toyota in Q4 2020 and has held it in 23 quarters since.
642 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.