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EP Wealth Advisors’s Toyota TM Stock Holding History

EP Wealth Advisors’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 		$547K Sell
3,250
-394
-11% -$74.6K ﹤0.01% 990
2026
Q1 		$751K Buy
3,644
+305
+9% +$68.9K ﹤0.01% 736
2025
Q4 		$715K Buy
+3,339
New +$677K ﹤0.01% 722
2025
Q2 		$483K Buy
2,805
+420
+18% +$76K ﹤0.01% 793
2025
Q1 		$421K Sell
2,385
-201
-8% -$37.4K ﹤0.01% 767
2024
Q4 		$503K Sell
2,586
-311
-11% -$54.7K ﹤0.01% 693
2024
Q3 		$517K Buy
2,897
+660
+30% +$123K ﹤0.01% 685
2024
Q2 		$459K Buy
2,237
+176
+9% +$38.9K ﹤0.01% 557
2024
Q1 		$519K Buy
2,061
+302
+17% +$66.8K 0.01% 506
2023
Q4 		$322K Sell
1,759
-542
-24% -$98.8K ﹤0.01% 598
2023
Q3 		$414K Sell
2,301
-17,333
-88% -$2.96M 0.01% 495
2023
Q2 		$277K Buy
+19,634
New +$2.83M ﹤0.01% 579

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

EP Wealth Advisors's TM Position: Q2 2026 in Review

EP Wealth Advisors reduced its Toyota (TM) stake by 11% in Q2 2026, selling an estimated $74.6K and leaving 3,250 shares worth $547K. The position accounts for ﹤0.01% of the portfolio, ranked #990.

EP Wealth Advisors first reported a position in TM in Q2 2023 and has held it in 12 quarters since. The position peaked at $751K in Q1 2026. 642 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • EP Wealth Advisors held 3,250 shares of Toyota worth $547K as of Q2 2026.
  • EP Wealth Advisors sold 394 Toyota shares in Q2 2026, an estimated $74.6K.
  • Toyota made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #990 holding.
  • EP Wealth Advisors first reported a position in Toyota in Q2 2023 and has held it in 12 quarters since.
  • EP Wealth Advisors's Toyota position peaked at $751K in Q1 2026.
  • 642 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.