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Dogwood Wealth Management’s Toyota TM Stock Holding History

Dogwood 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 		$2.86K Hold
17
– – ﹤0.01% 605
2026
Q1 		$3.5K Buy
+17
New +$3.84K ﹤0.01% 542
2025
Q1 		– Sell
-1
Closed -$195 – 541
2024
Q4 		$195 Sell
1
-2,832
-100% -$498K ﹤0.01% 262
2024
Q3 		$506K Buy
+2,833
New +$529K 0.29% 67

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

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

Dogwood Wealth Management held its Toyota (TM) position steady in Q2 2026 at 17 shares worth $2.86K. The position accounts for ﹤0.01% of the portfolio, ranked #605.

Dogwood Wealth Management first reported a position in TM in Q3 2024 and has held it in 4 quarters since. The position peaked at $506K in Q3 2024. 644 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Dogwood Wealth Management held 17 shares of Toyota worth $2.86K as of Q2 2026.
  • Dogwood Wealth Management left its Toyota share count unchanged in Q2 2026.
  • Toyota made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #605 holding.
  • Dogwood Wealth Management first reported a position in Toyota in Q3 2024 and has held it in 4 quarters since.
  • Dogwood Wealth Management's Toyota position peaked at $506K in Q3 2024.
  • 644 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.