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Innovative Asset Advisors Group’s Toyota TM Stock Holding History

Innovative Asset Advisors Group’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 		– Sell
-662
Closed -$136K – 953
2026
Q1 		$136K Buy
+662
New +$150K 0.08% 169

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
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
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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
CCM
Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return

Innovative Asset Advisors Group's TM Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Toyota (TM) in Q2 2026, closing a stake of 662 shares — an estimated $136K sold.

Innovative Asset Advisors Group first reported a position in TM in Q1 2026 and held it in 1 quarter. The position peaked at $136K in Q1 2026. 621 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Toyota position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 662 Toyota shares in Q2 2026, an estimated $136K.
  • Innovative Asset Advisors Group first reported a position in Toyota in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Toyota position peaked at $136K in Q1 2026.
  • 621 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.