Klingman & Associates
TM icon

Klingman & Associates’s Toyota TM Stock Holding History

Klingman & Associates’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
Q3 		$254K Buy
1,389
+124
+10% +$23.3K 0.01% 357
2026
Q2 		$213K Sell
1,265
-90
-7% -$17K 0.01% 330
2026
Q1 		$279K Buy
1,355
+81
+6% +$18.3K 0.01% 272
2025
Q4 		$273K Buy
1,274
+19
+2% +$3.85K 0.01% 268
2025
Q3 		$240K Buy
+1,255
New +$237K 0.01% 289

Other funds holding TM

Quadrant Capital Group
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Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Cardinal Capital Management Inc (North Carolina)
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Gold Investment Management
Gold Investment Management Edmonton, Alberta, Canada $358M AUM 35.31% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Klingman & Associates's TM Position: Q3 2026 in Review

Klingman & Associates increased its Toyota (TM) stake by 9.8% in Q3 2026, buying an estimated $23.3K and bringing the position to 1,389 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #357.

Klingman & Associates first reported a position in TM in Q3 2025 and has held it in 5 quarters since. The position peaked at $279K in Q1 2026. 138 funds tracked by Wall St. Rank hold TM as of Q3 2026.

  • Klingman & Associates held 1,389 shares of Toyota worth $254K as of Q3 2026.
  • Klingman & Associates bought 124 Toyota shares in Q3 2026, an estimated $23.3K.
  • Toyota made up 0.01% of Klingman & Associates's portfolio in Q3 2026, its #357 holding.
  • Klingman & Associates first reported a position in Toyota in Q3 2025 and has held it in 5 quarters since.
  • Klingman & Associates's Toyota position peaked at $279K in Q1 2026.
  • 138 funds tracked by Wall St. Rank held Toyota as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.