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Kingsview Wealth Management’s Toyota TM Stock Holding History

Kingsview 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 		$302K Sell
1,790
-67
-4% -$12.7K ﹤0.01% 1188
2026
Q1 		$383K Buy
1,857
+65
+4% +$14.7K 0.01% 986
2025
Q4 		$384K Buy
1,792
+39
+2% +$7.91K 0.01% 940
2025
Q3 		$335K Buy
1,753
+247
+16% +$46.6K 0.01% 925
2025
Q2 		$259K Sell
1,506
-144
-9% -$26K ﹤0.01% 1001
2025
Q1 		$291K Sell
1,650
-76
-4% -$14.1K 0.01% 908
2024
Q4 		$336K Buy
1,726
+46
+3% +$8.09K 0.01% 852
2024
Q3 		$300K Buy
1,680
+128
+8% +$23.9K 0.01% 883
2024
Q2 		$318K Sell
1,552
-603
-28% -$133K 0.01% 812
2024
Q1 		$542K Buy
2,155
+73
+4% +$16.2K 0.01% 645
2023
Q4 		$382K Sell
2,082
-209
-9% -$38.1K 0.01% 701
2023
Q3 		$412K Sell
2,291
-34
-1% -$5.8K 0.01% 674
2023
Q2 		$374K Buy
+2,325
New +$335K 0.01% 673
2022
Q3 		– Sell
-1,347
Closed -$208K – 883
2022
Q2 		$208K Buy
1,347
+73
+6% +$12.1K 0.01% 756
2022
Q1 		$230K Buy
+1,274
New +$238K 0.01% 781

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

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

Kingsview Wealth Management reduced its Toyota (TM) stake by 3.6% in Q2 2026, selling an estimated $12.7K and leaving 1,790 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #1188.

Kingsview Wealth Management first reported a position in TM in Q1 2022 and has held it in 15 quarters since. The position peaked at $542K in Q1 2024. 642 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Kingsview Wealth Management held 1,790 shares of Toyota worth $302K as of Q2 2026.
  • Kingsview Wealth Management sold 67 Toyota shares in Q2 2026, an estimated $12.7K.
  • Toyota made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1188 holding.
  • Kingsview Wealth Management first reported a position in Toyota in Q1 2022 and has held it in 15 quarters since.
  • Kingsview Wealth Management's Toyota position peaked at $542K in Q1 2024.
  • 642 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.