Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Toyota TM Stock Holding History

Envestnet Portfolio Solutions’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 		$373K Sell
2,215
-60
-3% -$11.4K ﹤0.01% 1097
2026
Q1 		$469K Sell
2,275
-775
-25% -$175K ﹤0.01% 932
2025
Q4 		$653K Buy
3,050
+521
+21% +$106K ﹤0.01% 936
2025
Q3 		$483K Buy
2,529
+232
+10% +$43.7K ﹤0.01% 1046
2025
Q2 		$396K Sell
2,297
-878
-28% -$159K ﹤0.01% 1212
2025
Q1 		$560K Sell
3,175
-1,688
-35% -$314K ﹤0.01% 998
2024
Q4 		$946K Buy
4,863
+797
+20% +$140K ﹤0.01% 947
2024
Q3 		$726K Sell
4,066
-179
-4% -$33.4K ﹤0.01% 1028
2024
Q2 		$870K Buy
4,245
+375
+10% +$83K ﹤0.01% 904
2024
Q1 		$974K Buy
3,870
+858
+28% +$190K ﹤0.01% 844
2023
Q4 		$552K Buy
3,012
+244
+9% +$44.5K ﹤0.01% 1007
2023
Q3 		$498K Buy
+2,768
New +$473K ﹤0.01% 986

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

Envestnet Portfolio Solutions's TM Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Toyota (TM) stake by 2.6% in Q2 2026, selling an estimated $11.4K and leaving 2,215 shares worth $373K. The position accounts for ﹤0.01% of the portfolio, ranked #1097.

Envestnet Portfolio Solutions first reported a position in TM in Q3 2023 and has held it in 12 quarters since. The position peaked at $974K in Q1 2024. 644 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Envestnet Portfolio Solutions held 2,215 shares of Toyota worth $373K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 60 Toyota shares in Q2 2026, an estimated $11.4K.
  • Toyota made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1097 holding.
  • Envestnet Portfolio Solutions first reported a position in Toyota in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Toyota position peaked at $974K in Q1 2024.
  • 644 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.