Moneta Group Investment Advisors’s Toyota TM Stock Holding History

Moneta Group Investment Advisors’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	$745K	Buy	4,426 +311	+8%	+$58.9K	0.01%	466
2026 Q1	$848K	Sell	4,115 -158	-4%	-$35.7K	0.01%	389
2025 Q4	$915K	Buy	4,273 +62	+1%	+$12.6K	0.01%	376
2025 Q3	$805K	Buy	4,211 +56	+1%	+$10.6K	0.01%	394
2025 Q2	$716K	Buy	+4,155	New	+$752K	0.01%	362
2024 Q3	–	Sell	-1,064	Closed	-$218K	–	668
2024 Q2	$218K	Buy	+1,064	New	+$235K	﹤0.01%	560
2018 Q3	–	Sell	-299	Closed	-$39K	–	364
2018 Q2	$39K	Buy	299 +298	+29,800%	+$39.3K	﹤0.01%	322
2018 Q1	$0	Buy	+1	New	+$134	﹤0.01%	712

Other funds holding TM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Moneta Group Investment Advisors's TM Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Toyota (TM) stake by 7.6% in Q2 2026, buying an estimated $58.9K and bringing the position to 4,426 shares worth $745K. The position accounts for 0.01% of the portfolio, ranked #466.

Moneta Group Investment Advisors first reported a position in TM in Q1 2018 and has held it in 8 quarters since. The position peaked at $915K in Q4 2025. 643 funds tracked by Wall St. Rank hold TM as of Q2 2026.

Moneta Group Investment Advisors held 4,426 shares of Toyota worth $745K as of Q2 2026.
Moneta Group Investment Advisors bought 311 Toyota shares in Q2 2026, an estimated $58.9K.
Toyota made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #466 holding.
Moneta Group Investment Advisors first reported a position in Toyota in Q1 2018 and has held it in 8 quarters since.
Moneta Group Investment Advisors's Toyota position peaked at $915K in Q4 2025.
643 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.