CVA Family Office’s Toyota TM Stock Holding History

CVA Family Office’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	$4.04K	Sell	24 -58	-71%	-$11K	﹤0.01%	1337
2026 Q1	$16.9K	Hold	82	–	–	﹤0.01%	845
2025 Q4	$17.6K	Sell	82 -5	-6%	-$1.01K	﹤0.01%	714
2025 Q3	$16.6K	Hold	87	–	–	﹤0.01%	732
2025 Q2	$15K	Buy	87 +2	+2%	+$362	﹤0.01%	737
2025 Q1	$15K	Hold	85	–	–	﹤0.01%	729
2024 Q4	$16.5K	Hold	85	–	–	﹤0.01%	707
2024 Q3	$15.2K	Sell	85 -6	-7%	-$1.12K	﹤0.01%	691
2024 Q2	$18.7K	Hold	91	–	–	﹤0.01%	650
2024 Q1	$22.9K	Hold	91	–	–	﹤0.01%	618
2023 Q4	$16.7K	Buy	+91	New	+$16.6K	﹤0.01%	654
2023 Q3	–	Sell	-63	Closed	-$10.1K	–	870
2023 Q2	$10.1K	Buy	63 +14	+29%	+$2.01K	﹤0.01%	720
2023 Q1	$6.94K	Sell	49 -67	-58%	-$9.42K	﹤0.01%	732
2022 Q4	$15.8K	Buy	116 +67	+137%	+$9.34K	﹤0.01%	601
2022 Q3	$6K	Hold	49	–	–	﹤0.01%	706
2022 Q2	$8K	Hold	49	–	–	﹤0.01%	687
2022 Q1	$9K	Hold	49	–	–	﹤0.01%	702
2021 Q4	$9K	Buy	+49	New	+$8.81K	﹤0.01%	671
2021 Q3	–	Sell	-49	Closed	-$9K	–	831
2021 Q2	$9K	Buy	+49	New	+$8.04K	﹤0.01%	682

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

CVA Family Office's TM Position: Q2 2026 in Review

CVA Family Office reduced its Toyota (TM) stake by 71% in Q2 2026, selling an estimated $11K and leaving 24 shares worth $4.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1337.

CVA Family Office first reported a position in TM in Q2 2021 and has held it in 19 quarters since. The position peaked at $22.9K in Q1 2024. 644 funds tracked by Wall St. Rank hold TM as of Q2 2026.

CVA Family Office held 24 shares of Toyota worth $4.04K as of Q2 2026.
CVA Family Office sold 58 Toyota shares in Q2 2026, an estimated $11K.
Toyota made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1337 holding.
CVA Family Office first reported a position in Toyota in Q2 2021 and has held it in 19 quarters since.
CVA Family Office's Toyota position peaked at $22.9K in Q1 2024.
644 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.