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Dakota Wealth Management’s Toyota TM Stock Holding History

Dakota Wealth Management’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 		$450K Sell
2,674
-3,111
-54% -$589K 0.01% 592
2026
Q1 		$1.19M Sell
5,785
-3,235
-36% -$731K 0.03% 372
2025
Q4 		$1.93M Buy
9,020
+7,351
+440% +$1.49M 0.03% 295
2025
Q3 		$319K Sell
1,669
-453
-21% -$85.4K 0.01% 548
2025
Q2 		$366K Sell
2,122
-3
-0.1% -$543 0.01% 565
2025
Q1 		$375K Buy
2,125
+456
+27% +$84.9K 0.01% 573
2024
Q4 		$325K Buy
1,669
+9
+0.5% +$1.58K 0.01% 586
2024
Q3 		$296K Hold
1,660
– – 0.01% 595
2024
Q2 		$340K Sell
1,660
-26
-2% -$5.75K 0.01% 559
2024
Q1 		$424K Buy
1,686
+45
+3% +$9.96K 0.01% 529
2023
Q4 		$301K Hold
1,641
– – 0.01% 520
2023
Q3 		$295K Buy
+1,641
New +$280K 0.01% 491

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

Dakota Wealth Management's TM Position: Q2 2026 in Review

Dakota Wealth Management reduced its Toyota (TM) stake by 54% in Q2 2026, selling an estimated $589K and leaving 2,674 shares worth $450K. The position accounts for 0.01% of the portfolio, ranked #592.

Dakota Wealth Management first reported a position in TM in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.93M in Q4 2025. 640 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Dakota Wealth Management held 2,674 shares of Toyota worth $450K as of Q2 2026.
  • Dakota Wealth Management sold 3,111 Toyota shares in Q2 2026, an estimated $589K.
  • Toyota made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #592 holding.
  • Dakota Wealth Management first reported a position in Toyota in Q3 2023 and has held it in 12 quarters since.
  • Dakota Wealth Management's Toyota position peaked at $1.93M in Q4 2025.
  • 640 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

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