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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

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

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.

644 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.
  • 644 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.