MWM
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Modern Wealth Management’s Toyota TM Stock Holding History

Modern 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 		$211K Buy
1,250
+268
+27% +$50.8K ﹤0.01% 1018
2026
Q1 		$206K Buy
+982
New +$222K ﹤0.01% 837

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

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

Modern Wealth Management increased its Toyota (TM) stake by 27% in Q2 2026, buying an estimated $50.8K and bringing the position to 1,250 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #1018.

Modern Wealth Management first reported a position in TM in Q1 2026 and has held it in 2 quarters since. 642 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Modern Wealth Management held 1,250 shares of Toyota worth $211K as of Q2 2026.
  • Modern Wealth Management bought 268 Toyota shares in Q2 2026, an estimated $50.8K.
  • Toyota made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #1018 holding.
  • Modern Wealth Management first reported a position in Toyota in Q1 2026 and has held it in 2 quarters since.
  • 642 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.