CI
TM icon

Corient IA’s Toyota TM Stock Holding History

Corient IA’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 		$111K Sell
660
-1,330
-67% -$252K 0.1% 215
2026
Q1 		$410K Hold
1,990
– – 0.39% 89
2025
Q4 		$426K Sell
1,990
-1,010
-34% -$205K 0.4% 94
2025
Q3 		$573K Hold
3,000
– – 0.43% 73
2025
Q2 		$517K Hold
3,000
– – 0.3% 112
2025
Q1 		$530K Buy
+3,000
New +$558K 0.38% 94

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

Corient IA's TM Position: Q2 2026 in Review

Corient IA reduced its Toyota (TM) stake by 67% in Q2 2026, selling an estimated $252K and leaving 660 shares worth $111K. The position accounts for 0.1% of the portfolio, ranked #215.

Corient IA first reported a position in TM in Q1 2025 and has held it in 6 quarters since. The position peaked at $573K in Q3 2025. 642 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Corient IA held 660 shares of Toyota worth $111K as of Q2 2026.
  • Corient IA sold 1,330 Toyota shares in Q2 2026, an estimated $252K.
  • Toyota made up 0.1% of Corient IA's portfolio in Q2 2026, its #215 holding.
  • Corient IA first reported a position in Toyota in Q1 2025 and has held it in 6 quarters since.
  • Corient IA's Toyota position peaked at $573K in Q3 2025.
  • 642 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Corient IA's 13F filing for Q2 2026, filed 12 Aug 2026.