Mount Yale Investment Advisors’s Toyota TM Stock Holding History

Mount Yale 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	$336K	Sell	1,994 -219	-10%	-$41.5K	0.01%	934
2026 Q1	$456K	Buy	2,213 +650	+42%	+$147K	0.01%	746
2025 Q4	$335K	Buy	+1,563	New	+$317K	0.02%	565
2025 Q3	–	Sell	-30	Closed	-$5.17K	–	1516
2025 Q2	$5.17K	Buy	+30	New	+$5.43K	﹤0.01%	1233
2018 Q4	–	Sell	-481	Closed	-$57K	–	734
2018 Q3	$57K	Buy	481 +167	+53%	+$21.1K	0.01%	577
2018 Q2	$40K	Buy	314 +84	+37%	+$11.1K	0.01%	675
2018 Q1	$30K	Buy	+230	New	+$30.8K	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

Mount Yale Investment Advisors's TM Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Toyota (TM) stake by 9.9% in Q2 2026, selling an estimated $41.5K and leaving 1,994 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #934.

Mount Yale Investment Advisors first reported a position in TM in Q1 2018 and has held it in 7 quarters since. The position peaked at $456K in Q1 2026. 644 funds tracked by Wall St. Rank hold TM as of Q2 2026.

Mount Yale Investment Advisors held 1,994 shares of Toyota worth $336K as of Q2 2026.
Mount Yale Investment Advisors sold 219 Toyota shares in Q2 2026, an estimated $41.5K.
Toyota made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #934 holding.
Mount Yale Investment Advisors first reported a position in Toyota in Q1 2018 and has held it in 7 quarters since.
Mount Yale Investment Advisors's Toyota position peaked at $456K in Q1 2026.
644 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.