Curio Wealth’s Toyota TM Stock Holding History

Curio 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	–	Sell	-77	Closed	-$15.9K	–	1029
2026 Q1	$15.9K	Hold	77	–	–	0.01%	191
2025 Q4	$16.7K	Buy	+77	New	+$15.6K	0.01%	204
2025 Q3	–	Sell	-77	Closed	-$13.3K	–	373
2025 Q2	$13.3K	Buy	77 +76	+7,600%	+$13.7K	0.01%	188
2025 Q1	$15K	Buy	+1	New	+$186	0.01%	204

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

Curio Wealth's TM Position: Q2 2026 in Review

Curio Wealth sold out of Toyota (TM) in Q2 2026, closing a stake of 77 shares — an estimated $15.9K sold.

Curio Wealth first reported a position in TM in Q1 2025 and held it in 4 quarters. The position peaked at $16.7K in Q4 2025. 640 funds tracked by Wall St. Rank hold TM as of Q2 2026.

Curio Wealth reported no remaining Toyota position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 77 Toyota shares in Q2 2026, an estimated $15.9K.
Curio Wealth first reported a position in Toyota in Q1 2025 and held it in 4 quarters.
Curio Wealth's Toyota position peaked at $16.7K in Q4 2025.
640 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.