Corient Private Wealth
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Corient Private Wealth’s Toyota TM Stock Holding History

Corient Private Wealth’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 		$3.44M Sell
20,435
-2,920
-13% -$553K ﹤0.01% 1059
2026
Q1 		$4.78M Sell
23,355
-2,648
-10% -$598K 0.01% 864
2025
Q4 		$5.57M Sell
26,003
-2,645
-9% -$537K 0.01% 732
2025
Q3 		$5.47M Buy
28,648
+4,595
+19% +$866K 0.01% 678
2025
Q2 		$4.14M Buy
24,053
+289
+1% +$52.3K 0.01% 758
2025
Q1 		$4.2M Sell
23,764
-4,873
-17% -$907K 0.01% 734
2024
Q4 		$5.57M Sell
28,637
-991
-3% -$174K 0.01% 667
2024
Q3 		$5.29M Buy
29,628
+6,313
+27% +$1.18M 0.01% 732
2024
Q2 		$4.78M Buy
23,315
+313
+1% +$69.2K 0.01% 715
2024
Q1 		$5.79M Sell
23,002
-2,302
-9% -$510K 0.01% 674
2023
Q4 		$4.64M Buy
25,304
+2,439
+11% +$445K 0.01% 711
2023
Q3 		$4.12M Buy
22,865
+1,880
+9% +$321K 0.01% 682
2023
Q2 		$3.37M Buy
20,985
+1,068
+5% +$154K 0.01% 743
2023
Q1 		$2.82M Buy
19,917
+9,348
+88% +$1.31M 0.01% 745
2022
Q4 		$1.44M Buy
+10,569
New +$1.47M 0.01% 805

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 Private Wealth's TM Position: Q2 2026 in Review

Corient Private Wealth reduced its Toyota (TM) stake by 13% in Q2 2026, selling an estimated $553K and leaving 20,435 shares worth $3.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1059.

Corient Private Wealth first reported a position in TM in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.79M in Q1 2024. 643 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Corient Private Wealth held 20,435 shares of Toyota worth $3.44M as of Q2 2026.
  • Corient Private Wealth sold 2,920 Toyota shares in Q2 2026, an estimated $553K.
  • Toyota made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1059 holding.
  • Corient Private Wealth first reported a position in Toyota in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Toyota position peaked at $5.79M in Q1 2024.
  • 643 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

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