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Kerntke Otto McGlone Wealth Management Group’s Toyota TM Stock Holding History

Kerntke Otto McGlone Wealth Management 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 		$230K Buy
1,366
+1
+0.1% +$189 0.14% 85
2026
Q1 		$281K Sell
1,365
-8
-0.6% -$1.81K 0.19% 68
2025
Q4 		$294K Sell
1,373
-53
-4% -$10.8K 0.21% 65
2025
Q3 		$273K Sell
1,426
-140
-9% -$26.4K 0.21% 67
2025
Q2 		$270K Buy
1,566
+9
+0.6% +$1.63K 0.21% 70
2025
Q1 		$275K Sell
1,557
-61
-4% -$11.4K 0.24% 64
2024
Q4 		$315K Buy
1,618
+109
+7% +$19.2K 0.23% 58
2024
Q3 		$270K Sell
1,509
-242
-14% -$45.2K 0.22% 65
2024
Q2 		$359K Sell
1,751
-127
-7% -$28.1K 0.34% 48
2024
Q1 		$473K Sell
1,878
-99
-5% -$21.9K 0.47% 36
2023
Q4 		$363K Buy
1,977
+9
+0.5% +$1.64K 0.36% 44
2023
Q3 		$354K Hold
1,968
– – 0.36% 44
2023
Q2 		$316K Buy
1,968
+9
+0.5% +$1.29K 0.31% 48
2023
Q1 		$278K Buy
1,959
+120
+7% +$16.9K 0.29% 51
2022
Q4 		$251K Buy
1,839
+19
+1% +$2.65K 0.29% 50
2022
Q3 		$237K Hold
1,820
– – 0.36% 46
2022
Q2 		$281K Buy
1,820
+14
+0.8% +$2.31K 0.42% 43
2022
Q1 		$326K Sell
1,806
-340
-16% -$63.6K 0.75% 24
2021
Q4 		$398K Sell
2,146
-603
-22% -$108K 0.48% 39
2021
Q3 		$489K Sell
2,749
-82
-3% -$14.6K 1.46% 18
2021
Q2 		$495K Sell
2,831
-64
-2% -$10.5K 0.2% 81
2021
Q1 		$452K Sell
2,895
-113
-4% -$17.1K 0.24% 85
2020
Q4 		$465K Buy
3,008
+56
+2% +$7.83K 0.27% 75
2020
Q3 		$391K Buy
2,952
+60
+2% +$7.8K 0.29% 71
2020
Q2 		$363K Buy
2,892
+258
+10% +$32K 0.33% 64
2020
Q1 		$316K Sell
2,634
-103
-4% -$13.8K 0.35% 59
2019
Q4 		$385K Buy
+2,737
New +$382K 0.33% 65

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

Kerntke Otto McGlone Wealth Management Group's TM Position: Q2 2026 in Review

Kerntke Otto McGlone Wealth Management Group increased its Toyota (TM) stake by 0.07% in Q2 2026, buying an estimated $189 and bringing the position to 1,366 shares worth $230K. The position accounts for 0.14% of the portfolio, ranked #85.

Kerntke Otto McGlone Wealth Management Group first reported a position in TM in Q4 2019 and has held it in 27 quarters since. The position peaked at $495K in Q2 2021. 642 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Kerntke Otto McGlone Wealth Management Group held 1,366 shares of Toyota worth $230K as of Q2 2026.
  • Kerntke Otto McGlone Wealth Management Group bought 1 Toyota share in Q2 2026, an estimated $189.
  • Toyota made up 0.14% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q2 2026, its #85 holding.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in Toyota in Q4 2019 and has held it in 27 quarters since.
  • Kerntke Otto McGlone Wealth Management Group's Toyota position peaked at $495K in Q2 2021.
  • 642 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q2 2026, filed 23 Jul 2026.