HighMark Wealth Management’s Toyota TM Stock Holding History

HighMark Wealth Management’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	$2.96K	Sell	18 -1	-5%	-$189	﹤0.01%	437
2026 Q1	$3.97K	Buy	19 +5	+36%	+$1.13K	﹤0.01%	405
2025 Q4	$3.06K	Hold	14	–	–	﹤0.01%	453
2025 Q3	$2.7K	Hold	14	–	–	﹤0.01%	464
2025 Q2	$2.43K	Hold	14	–	–	﹤0.01%	472
2025 Q1	$2.47K	Buy	14 +1	+8%	+$186	﹤0.01%	432
2024 Q4	$2.53K	Buy	+13	New	+$2.29K	﹤0.01%	442
2022 Q1	–	Sell	-18	Closed	-$3K	–	539
2021 Q4	$3K	Hold	18	–	–	﹤0.01%	420
2021 Q3	$3K	Sell	18 -2	-10%	-$357	﹤0.01%	427
2021 Q2	$3K	Sell	20 -7	-26%	-$1.15K	﹤0.01%	431
2021 Q1	$4K	Sell	27 -5	-16%	-$756	﹤0.01%	374
2020 Q4	$5K	Hold	32	–	–	﹤0.01%	340
2020 Q3	$4K	Hold	32	–	–	﹤0.01%	355
2020 Q2	$4K	Buy	32 +3	+10%	+$372	﹤0.01%	343
2020 Q1	$3K	Sell	29 -2	-6%	-$267	﹤0.01%	281
2019 Q4	$4K	Buy	+31	New	+$4.33K	﹤0.01%	308

Other funds holding TM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

HighMark Wealth Management's TM Position: Q2 2026 in Review

HighMark Wealth Management reduced its Toyota (TM) stake by 5.3% in Q2 2026, selling an estimated $189 and leaving 18 shares worth $2.96K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

HighMark Wealth Management first reported a position in TM in Q4 2019 and has held it in 16 quarters since. The position peaked at $5K in Q4 2020. 642 funds tracked by Wall St. Rank hold TM as of Q2 2026.

HighMark Wealth Management held 18 shares of Toyota worth $2.96K as of Q2 2026.
HighMark Wealth Management sold 1 Toyota share in Q2 2026, an estimated $189.
Toyota made up ﹤0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #437 holding.
HighMark Wealth Management first reported a position in Toyota in Q4 2019 and has held it in 16 quarters since.
HighMark Wealth Management's Toyota position peaked at $5K in Q4 2020.
642 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

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