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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
Q3 		$549 Sell
3
-116
-97% -$21.8K ﹤0.01% 2381
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
HJIM
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
MPPW
Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $277M AUM 23.93% 1-Year Est. Return

Essential Partners's TM Position: Q3 2026 in Review

Essential Partners reduced its Toyota (TM) stake by 97% in Q3 2026, selling an estimated $21.8K and leaving 3 shares worth $549. The position accounts for ﹤0.01% of the portfolio, ranked #2381.

Essential Partners first reported a position in TM in Q3 2025 and has held it in 5 quarters since. The position peaked at $27K in Q1 2026. 77 funds tracked by Wall St. Rank hold TM as of Q3 2026.

  • Essential Partners held 3 shares of Toyota worth $549 as of Q3 2026.
  • Essential Partners sold 116 Toyota shares in Q3 2026, an estimated $21.8K.
  • Toyota made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2381 holding.
  • Essential Partners first reported a position in Toyota in Q3 2025 and has held it in 5 quarters since.
  • Essential Partners's Toyota position peaked at $27K in Q1 2026.
  • 77 funds tracked by Wall St. Rank held Toyota as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.