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Essential Partners’s Toyota TM Stock Holding History

Essential Partners’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 		$20K Sell
119
-12
-9% -$2.27K 0.01% 904
2026
Q1 		$27K Buy
131
+12
+10% +$2.71K 0.01% 818
2025
Q4 		$25.5K Hold
119
– – 0.01% 821
2025
Q3 		$22.7K Buy
+119
New +$22.4K 0.01% 852

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

Essential Partners's TM Position: Q2 2026 in Review

Essential Partners reduced its Toyota (TM) stake by 9.2% in Q2 2026, selling an estimated $2.27K and leaving 119 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #904.

Essential Partners first reported a position in TM in Q3 2025 and has held it in 4 quarters since. The position peaked at $27K in Q1 2026. 640 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Essential Partners held 119 shares of Toyota worth $20K as of Q2 2026.
  • Essential Partners sold 12 Toyota shares in Q2 2026, an estimated $2.27K.
  • Toyota made up 0.01% of Essential Partners's portfolio in Q2 2026, its #904 holding.
  • Essential Partners first reported a position in Toyota in Q3 2025 and has held it in 4 quarters since.
  • Essential Partners's Toyota position peaked at $27K in Q1 2026.
  • 640 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.