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Dynasty Wealth Management’s Toyota TM Stock Holding History

Dynasty 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 		$305K Sell
1,812
-491
-21% -$93K ﹤0.01% 317
2026
Q1 		$475K Buy
2,303
+81
+4% +$18.3K ﹤0.01% 240
2025
Q4 		$476K Buy
2,222
+560
+34% +$114K ﹤0.01% 243
2025
Q3 		$318K Buy
+1,662
New +$313K ﹤0.01% 255

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

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

Dynasty Wealth Management reduced its Toyota (TM) stake by 21% in Q2 2026, selling an estimated $93K and leaving 1,812 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #317.

Dynasty Wealth Management first reported a position in TM in Q3 2025 and has held it in 4 quarters since. The position peaked at $476K in Q4 2025. 642 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Dynasty Wealth Management held 1,812 shares of Toyota worth $305K as of Q2 2026.
  • Dynasty Wealth Management sold 491 Toyota shares in Q2 2026, an estimated $93K.
  • Toyota made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #317 holding.
  • Dynasty Wealth Management first reported a position in Toyota in Q3 2025 and has held it in 4 quarters since.
  • Dynasty Wealth Management's Toyota position peaked at $476K in Q4 2025.
  • 642 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

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