LOPW
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Live Oak Private Wealth’s Toyota TM Stock Holding History

Live Oak Private Wealth’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 		$6.08M Buy
+36,105
New +$6.84M 0.76% 49

Other funds holding TM

MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Live Oak Private Wealth's TM Position: Q2 2026 in Review

Live Oak Private Wealth opened a new position in Toyota (TM) in Q2 2026: 36,105 shares worth $6.08M. The stake represents 0.76% of the portfolio and ranks #49 among its holdings.

126 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Live Oak Private Wealth held 36,105 shares of Toyota worth $6.08M as of Q2 2026.
  • Toyota was a new Live Oak Private Wealth position in Q2 2026.
  • Toyota made up 0.76% of Live Oak Private Wealth's portfolio in Q2 2026, its #49 holding.
  • 126 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.