Halbert Hargrove Global Advisors
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Halbert Hargrove Global Advisors’s Toyota TM Stock Holding History

Halbert Hargrove Global 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
Q3 		– Sell
-8
Closed -$1.28K – 666
2026
Q2 		$1.28K Buy
+8
New +$1.52K ﹤0.01% 422
2025
Q2 		– Sell
-2
Closed -$354 – 619
2025
Q1 		$354 Sell
2
-19
-90% -$3.54K ﹤0.01% 535
2024
Q4 		$4.02K Buy
+21
New +$3.69K ﹤0.01% 262

Other funds holding TM

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Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Heritage Investors Management Corp
Heritage Investors Management Corp Bethesda, Maryland $3.52B AUM 30.22% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
Live Oak Private Wealth
Live Oak Private Wealth Wilmington, North Carolina $827M AUM 17.32% 1-Year Est. Return
American Assets Investment Management
American Assets Investment Management San Diego, California $1.62B AUM 38.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Ethic Inc
Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return

Halbert Hargrove Global Advisors's TM Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of Toyota (TM) in Q3 2026, closing a stake of 8 shares — an estimated $1.28K sold.

Halbert Hargrove Global Advisors first reported a position in TM in Q4 2024 and held it in 3 quarters. The position peaked at $4.02K in Q4 2024. 294 funds tracked by Wall St. Rank hold TM as of Q3 2026.

  • Halbert Hargrove Global Advisors reported no remaining Toyota position as of Q3 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 8 Toyota shares in Q3 2026, an estimated $1.28K.
  • Halbert Hargrove Global Advisors first reported a position in Toyota in Q4 2024 and held it in 3 quarters.
  • Halbert Hargrove Global Advisors's Toyota position peaked at $4.02K in Q4 2024.
  • 294 funds tracked by Wall St. Rank held Toyota as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.