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Etesian Wealth Advisors’s Toyota TM Stock Holding History

Etesian 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 		– Sell
-1,184
Closed -$244K – 143
2026
Q1 		$244K Hold
1,184
– – 0.08% 126
2025
Q4 		$253K Sell
1,184
-89
-7% -$18.1K 0.08% 120
2025
Q3 		$243K Sell
1,273
-764
-38% -$144K 0.08% 123
2025
Q2 		$351K Sell
2,037
-1,359
-40% -$246K 0.13% 106
2025
Q1 		$599K Sell
3,396
-577
-15% -$107K 0.26% 80
2024
Q4 		$773K Sell
3,973
-1,522
-28% -$268K 0.34% 74
2024
Q3 		$981K Sell
5,495
-426
-7% -$79.6K 0.44% 68
2024
Q2 		$1.21M Sell
5,921
-20
-0.3% -$4.42K 0.68% 47
2024
Q1 		$1.5M Sell
5,941
-21
-0.4% -$4.65K 0.86% 36
2023
Q4 		$1.08M Buy
5,962
+110
+2% +$20.1K 0.65% 53
2023
Q3 		$1.05M Sell
5,852
-168
-3% -$28.7K 0.71% 48
2023
Q2 		$968K Buy
6,020
+70
+1% +$10.1K 0.63% 54
2023
Q1 		$843K Buy
5,950
+219
+4% +$30.8K 0.56% 60
2022
Q4 		$783K Buy
+5,731
New +$799K 0.57% 63

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

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

Etesian Wealth Advisors sold out of Toyota (TM) in Q2 2026, closing a stake of 1,184 shares — an estimated $244K sold.

Etesian Wealth Advisors first reported a position in TM in Q4 2022 and held it in 14 quarters. The position peaked at $1.5M in Q1 2024. 640 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Etesian Wealth Advisors reported no remaining Toyota position as of Q2 2026 after selling out during the quarter.
  • Etesian Wealth Advisors sold 1,184 Toyota shares in Q2 2026, an estimated $244K.
  • Etesian Wealth Advisors first reported a position in Toyota in Q4 2022 and held it in 14 quarters.
  • Etesian Wealth Advisors's Toyota position peaked at $1.5M in Q1 2024.
  • 640 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Etesian Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.