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Heritage Wealth Management (Ohio)’s Toyota TM Stock Holding History

Heritage Wealth Management (Ohio)’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 		$215K Buy
+1,279
New +$242K 0.05% 257
2026
Q1 		– Sell
-1,279
Closed -$274K – 243
2025
Q4 		$274K Sell
1,279
-6
-0.5% -$1.22K 0.08% 213
2025
Q3 		$246K Buy
1,285
+17
+1% +$3.2K 0.07% 220
2025
Q2 		$218K Buy
1,268
+1
+0.1% +$181 0.07% 222
2025
Q1 		$224K Buy
1,267
+192
+18% +$35.7K 0.08% 212
2024
Q4 		$209K Buy
+1,075
New +$189K 0.07% 218
2024
Q3 		– Sell
-1,075
Closed -$222K – 232
2024
Q2 		$222K Buy
+1,075
New +$238K 0.07% 208

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

Heritage Wealth Management (Ohio)'s TM Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Toyota (TM) in Q2 2026: 1,279 shares worth $215K. The stake represents 0.05% of the portfolio and ranks #257 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in TM as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in TM in Q2 2024 and has held it in 7 quarters since. The position peaked at $274K in Q4 2025. 642 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 1,279 shares of Toyota worth $215K as of Q2 2026.
  • Toyota was a new Heritage Wealth Management (Ohio) position in Q2 2026.
  • Toyota made up 0.05% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #257 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Toyota in Q2 2024 and has held it in 7 quarters since.
  • Heritage Wealth Management (Ohio)'s Toyota position peaked at $274K in Q4 2025.
  • 642 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.