Crestwood Advisors Group’s Toyota TM Stock Holding History

Crestwood Advisors Group’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	-1,073	Closed	-$221K	–	910
2026 Q1	$221K	Buy	+1,073	New	+$242K	﹤0.01%	700

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

Crestwood Advisors Group's TM Position: Q2 2026 in Review

Crestwood Advisors Group sold out of Toyota (TM) in Q2 2026, closing a stake of 1,073 shares — an estimated $221K sold.

Crestwood Advisors Group first reported a position in TM in Q1 2026 and held it in 1 quarter. The position peaked at $221K in Q1 2026. 642 funds tracked by Wall St. Rank hold TM as of Q2 2026.

Crestwood Advisors Group reported no remaining Toyota position as of Q2 2026 after selling out during the quarter.
Crestwood Advisors Group sold 1,073 Toyota shares in Q2 2026, an estimated $221K.
Crestwood Advisors Group first reported a position in Toyota in Q1 2026 and held it in 1 quarter.
Crestwood Advisors Group's Toyota position peaked at $221K in Q1 2026.
642 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.