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Matthew Hamilton Rosenberg’s Toyota TM Stock Holding History

Matthew Hamilton Rosenberg’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 		$434K Buy
2,371
+68
+3% +$12.8K 0.08% 129
2026
Q2 		$388K Buy
2,303
+318
+16% +$60.2K 0.07% 133
2026
Q1 		$409K Buy
1,985
+42
+2% +$9.49K 0.08% 110
2025
Q4 		$416K Buy
1,943
+57
+3% +$11.6K 0.09% 106
2025
Q3 		$360K Buy
1,886
+31
+2% +$5.84K 0.08% 123
2025
Q2 		$320K Sell
1,855
-13
-0.7% -$2.35K 0.07% 137
2025
Q1 		$330K Sell
1,868
-21
-1% -$3.91K 0.08% 111
2024
Q4 		$368K Sell
1,889
-20
-1% -$3.52K 0.1% 96
2024
Q3 		$341K Buy
1,909
+106
+6% +$19.8K 0.09% 112
2024
Q2 		$367K Buy
1,803
+30
+2% +$6.64K 0.11% 94
2024
Q1 		$429K Buy
1,773
+89
+5% +$19.7K 0.12% 83
2023
Q4 		$309K Sell
1,684
-13
-0.8% -$2.37K 0.1% 112
2023
Q3 		$305K Sell
1,697
-25
-1% -$4.27K 0.1% 103
2023
Q2 		$277K Buy
1,722
+283
+20% +$40.7K 0.09% 122
2023
Q1 		$204K Sell
1,439
-138
-9% -$19.4K 0.07% 182
2022
Q4 		$215K Buy
1,577
+33
+2% +$4.6K 0.07% 166
2022
Q3 		$201K Buy
1,544
+277
+22% +$42K 0.08% 158
2022
Q2 		$197K Sell
1,267
-31
-2% -$5.13K 0.07% 170
2022
Q1 		$234K Sell
1,298
-57
-4% -$10.7K 0.08% 159
2021
Q4 		$251K Buy
1,355
+43
+3% +$7.74K 0.09% 149
2021
Q3 		$233K Hold
1,312
– – 0.09% 145
2021
Q2 		$229K Buy
1,312
+5
+0.4% +$821 0.12% 115
2021
Q1 		$204K Buy
1,307
+347
+36% +$52.5K 0.12% 120
2020
Q4 		$149K Hold
960
– – 0.09% 153
2020
Q3 		$127K Hold
960
– – 0.09% 149
2020
Q2 		$121K Buy
960
+453
+89% +$56.2K 0.1% 150
2020
Q1 		$61K Buy
+507
New +$67.7K 0.06% 231

Other funds holding TM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

Matthew Hamilton Rosenberg's TM Position: Q3 2026 in Review

Matthew Hamilton Rosenberg increased its Toyota (TM) stake by 3% in Q3 2026, buying an estimated $12.8K and bringing the position to 2,371 shares worth $434K. The position accounts for 0.08% of the portfolio, ranked #129.

Matthew Hamilton Rosenberg first reported a position in TM in Q1 2020 and has held it in 27 quarters since. 38 funds tracked by Wall St. Rank hold TM as of Q3 2026.

  • Matthew Hamilton Rosenberg held 2,371 shares of Toyota worth $434K as of Q3 2026.
  • Matthew Hamilton Rosenberg bought 68 Toyota shares in Q3 2026, an estimated $12.8K.
  • Toyota made up 0.08% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #129 holding.
  • Matthew Hamilton Rosenberg first reported a position in Toyota in Q1 2020 and has held it in 27 quarters since.
  • 38 funds tracked by Wall St. Rank held Toyota as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.