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EverSource Wealth Advisors’s Toyota TM Stock Holding History

EverSource 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 		$585K Sell
3,475
-969
-22% -$184K 0.02% 510
2026
Q1 		$916K Buy
4,444
+1,139
+34% +$257K 0.03% 409
2025
Q4 		$707K Buy
3,305
+284
+9% +$57.6K 0.03% 428
2025
Q3 		$577K Buy
3,021
+280
+10% +$52.8K 0.02% 451
2025
Q2 		$472K Buy
2,741
+209
+8% +$37.8K 0.02% 478
2025
Q1 		$447K Buy
2,532
+878
+53% +$163K 0.02% 404
2024
Q4 		$322K Buy
1,654
+695
+72% +$122K 0.02% 488
2024
Q3 		$171K Buy
959
+105
+12% +$19.6K 0.01% 610
2024
Q2 		$165K Sell
854
-8
-0.9% -$1.77K 0.01% 623
2024
Q1 		$196K Buy
862
+228
+36% +$50.5K 0.02% 495
2023
Q4 		$116K Buy
634
+194
+44% +$35.4K 0.01% 586
2023
Q3 		$79.1K Buy
440
+2
+0.5% +$341 0.01% 652
2023
Q2 		$70.4K Buy
438
+116
+36% +$16.7K 0.01% 708
2023
Q1 		$45.6K Sell
322
-24
-7% -$3.37K 0.01% 822
2022
Q4 		$47.3K Sell
346
-225
-39% -$31.4K 0.01% 785
2022
Q3 		$74K Sell
571
-163
-22% -$24.7K 0.02% 526
2022
Q2 		$114K Buy
734
+626
+580% +$103K 0.03% 343
2022
Q1 		$19K Sell
108
-588
-84% -$110K ﹤0.01% 728
2021
Q4 		$129K Buy
+696
New +$125K 0.04% 275

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

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

EverSource Wealth Advisors reduced its Toyota (TM) stake by 22% in Q2 2026, selling an estimated $184K and leaving 3,475 shares worth $585K. The position accounts for 0.02% of the portfolio, ranked #510.

EverSource Wealth Advisors first reported a position in TM in Q4 2021 and has held it in 19 quarters since. The position peaked at $916K in Q1 2026. 639 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • EverSource Wealth Advisors held 3,475 shares of Toyota worth $585K as of Q2 2026.
  • EverSource Wealth Advisors sold 969 Toyota shares in Q2 2026, an estimated $184K.
  • Toyota made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #510 holding.
  • EverSource Wealth Advisors first reported a position in Toyota in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Toyota position peaked at $916K in Q1 2026.
  • 639 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.