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Evolve Private Wealth’s Toyota TM Stock Holding History

Evolve Private Wealth’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 		$292K Sell
1,732
-116
-6% -$22K 0.02% 738
2026
Q1 		$381K Buy
1,848
+850
+85% +$192K 0.02% 689
2025
Q4 		$214K Buy
+998
New +$202K 0.01% 845

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

Evolve Private Wealth's TM Position: Q2 2026 in Review

Evolve Private Wealth reduced its Toyota (TM) stake by 6.3% in Q2 2026, selling an estimated $22K and leaving 1,732 shares worth $292K. The position accounts for 0.02% of the portfolio, ranked #738.

Evolve Private Wealth first reported a position in TM in Q4 2025 and has held it in 3 quarters since. The position peaked at $381K in Q1 2026. 644 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Evolve Private Wealth held 1,732 shares of Toyota worth $292K as of Q2 2026.
  • Evolve Private Wealth sold 116 Toyota shares in Q2 2026, an estimated $22K.
  • Toyota made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #738 holding.
  • Evolve Private Wealth first reported a position in Toyota in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Toyota position peaked at $381K in Q1 2026.
  • 644 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

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