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Kestra Private Wealth Services’s Toyota TM Stock Holding History

Kestra Private Wealth Services’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 		$262K Sell
1,553
-330
-18% -$62.5K ﹤0.01% 1565
2026
Q1 		$388K Buy
1,883
+243
+15% +$54.9K ﹤0.01% 1331
2025
Q4 		$351K Sell
1,640
-3,437
-68% -$697K ﹤0.01% 1350
2025
Q3 		$970K Buy
5,077
+3,481
+218% +$656K 0.01% 798
2025
Q2 		$275K Buy
1,596
+47
+3% +$8.5K ﹤0.01% 1332
2025
Q1 		$273K Sell
1,549
-130
-8% -$24.2K ﹤0.01% 1244
2024
Q4 		$327K Buy
1,679
+522
+45% +$91.8K 0.01% 1102
2024
Q3 		$207K Sell
1,157
-872
-43% -$163K ﹤0.01% 1258
2024
Q2 		$416K Sell
2,029
-156
-7% -$34.5K 0.01% 906
2024
Q1 		$550K Sell
2,185
-146
-6% -$32.3K 0.01% 763
2023
Q4 		$427K Buy
2,331
+20
+0.9% +$3.65K 0.01% 789
2023
Q3 		$415K Buy
2,311
+384
+20% +$65.6K 0.01% 737
2023
Q2 		$310K Buy
1,927
+352
+22% +$50.6K 0.01% 811
2023
Q1 		$223K Buy
+1,575
New +$221K 0.01% 882
2022
Q2 		– Sell
-1,233
Closed -$222K – 1011
2022
Q1 		$222K Sell
1,233
-223
-15% -$41.7K 0.01% 854
2021
Q4 		$270K Buy
1,456
+11
+0.8% +$1.98K 0.01% 809
2021
Q3 		$257K Sell
1,445
-64
-4% -$11.4K 0.01% 769
2021
Q2 		$264K Buy
1,509
+77
+5% +$12.6K 0.02% 718
2021
Q1 		$223K Sell
1,432
-26
-2% -$3.93K 0.02% 704
2020
Q4 		$225K Buy
+1,458
New +$204K 0.02% 637

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

Kestra Private Wealth Services's TM Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Toyota (TM) stake by 18% in Q2 2026, selling an estimated $62.5K and leaving 1,553 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #1565.

Kestra Private Wealth Services first reported a position in TM in Q4 2020 and has held it in 20 quarters since. The position peaked at $970K in Q3 2025. 644 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Kestra Private Wealth Services held 1,553 shares of Toyota worth $262K as of Q2 2026.
  • Kestra Private Wealth Services sold 330 Toyota shares in Q2 2026, an estimated $62.5K.
  • Toyota made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1565 holding.
  • Kestra Private Wealth Services first reported a position in Toyota in Q4 2020 and has held it in 20 quarters since.
  • Kestra Private Wealth Services's Toyota position peaked at $970K in Q3 2025.
  • 644 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.