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Cordatus Wealth Management’s Toyota TM Stock Holding History

Cordatus 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 		– Sell
-2,914
Closed -$601K – 181
2026
Q1 		$601K Buy
2,914
+49
+2% +$11.1K 0.14% 109
2025
Q4 		$613K Sell
2,865
-94
-3% -$19.1K 0.14% 107
2025
Q3 		$565K Buy
2,959
+8
+0.3% +$1.51K 0.13% 109
2025
Q2 		$508K Sell
2,951
-72
-2% -$13K 0.13% 118
2025
Q1 		$534K Buy
3,023
+174
+6% +$32.4K 0.15% 106
2024
Q4 		$554K Buy
2,849
+12
+0.4% +$2.11K 0.15% 98
2024
Q3 		$507K Hold
2,837
– – 0.18% 82
2024
Q2 		$581K Buy
+2,837
New +$628K 0.22% 75
2023
Q3 		– Sell
-3,189
Closed -$513K – 137
2023
Q2 		$513K Buy
+3,189
New +$459K 0.19% 85

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

Cordatus Wealth Management's TM Position: Q2 2026 in Review

Cordatus Wealth Management sold out of Toyota (TM) in Q2 2026, closing a stake of 2,914 shares — an estimated $601K sold.

Cordatus Wealth Management first reported a position in TM in Q2 2023 and held it in 9 quarters. The position peaked at $613K in Q4 2025. 642 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Cordatus Wealth Management reported no remaining Toyota position as of Q2 2026 after selling out during the quarter.
  • Cordatus Wealth Management sold 2,914 Toyota shares in Q2 2026, an estimated $601K.
  • Cordatus Wealth Management first reported a position in Toyota in Q2 2023 and held it in 9 quarters.
  • Cordatus Wealth Management's Toyota position peaked at $613K in Q4 2025.
  • 642 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Cordatus Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.