Creative Financial Designs’s Toyota TM Stock Holding History

Creative Financial Designs’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	$16K	Buy	95 +37	+64%	+$7.01K	﹤0.01%	1383
2026 Q1	$12K	Buy	58 +35	+152%	+$7.91K	﹤0.01%	1362
2025 Q4	$4.92K	Buy	23 +2	+10%	+$406	﹤0.01%	1521
2025 Q3	$4.01K	Buy	21 +13	+163%	+$2.45K	﹤0.01%	1577
2025 Q2	$1.38K	Sell	8 -20	-71%	-$3.62K	﹤0.01%	1737
2025 Q1	$4.94K	Buy	+28	New	+$5.21K	﹤0.01%	1494
2022 Q1	–	Sell	-25	Closed	-$4.67K	–	1323
2021 Q4	$5K	Hold	25	–	–	﹤0.01%	1032
2021 Q3	$4K	Sell	25 -10	-29%	-$1.78K	﹤0.01%	1213
2021 Q2	$6K	Buy	+35	New	+$5.75K	﹤0.01%	1144
2018 Q1	–	Sell	-166	Closed	-$21K	–	752
2017 Q4	$21K	Buy	166 +2	+1%	+$249	0.01%	310
2017 Q3	$20K	Hold	164	–	–	0.01%	339
2017 Q2	$17K	Buy	164 +2	+1%	+$214	0.01%	346
2017 Q1	$18K	Hold	162	–	–	0.01%	338
2016 Q4	$19K	Buy	+162	New	+$18.9K	0.02%	326

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

Creative Financial Designs's TM Position: Q2 2026 in Review

Creative Financial Designs increased its Toyota (TM) stake by 64% in Q2 2026, buying an estimated $7.01K and bringing the position to 95 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #1383.

Creative Financial Designs first reported a position in TM in Q4 2016 and has held it in 14 quarters since. The position peaked at $21K in Q4 2017. 640 funds tracked by Wall St. Rank hold TM as of Q2 2026.

Creative Financial Designs held 95 shares of Toyota worth $16K as of Q2 2026.
Creative Financial Designs bought 37 Toyota shares in Q2 2026, an estimated $7.01K.
Toyota made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1383 holding.
Creative Financial Designs first reported a position in Toyota in Q4 2016 and has held it in 14 quarters since.
Creative Financial Designs's Toyota position peaked at $21K in Q4 2017.
640 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.