N.E.W. Advisory Services’s Toyota TM Stock Holding History

N.E.W. Advisory Services’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	$8.42K	Hold	50	–	–	﹤0.01%	672
2026 Q1	$10.3K	Hold	50	–	–	﹤0.01%	625
2025 Q4	$10.7K	Buy	+50	New	+$10.1K	﹤0.01%	601
2025 Q2	–	Sell	-100	Closed	-$17.7K	–	910
2025 Q1	$17.7K	Buy	+100	New	+$18.6K	﹤0.01%	514

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

N.E.W. Advisory Services's TM Position: Q2 2026 in Review

N.E.W. Advisory Services held its Toyota (TM) position steady in Q2 2026 at 50 shares worth $8.42K. The position accounts for ﹤0.01% of the portfolio, ranked #672.

N.E.W. Advisory Services first reported a position in TM in Q1 2025 and has held it in 4 quarters since. The position peaked at $17.7K in Q1 2025. 642 funds tracked by Wall St. Rank hold TM as of Q2 2026.

N.E.W. Advisory Services held 50 shares of Toyota worth $8.42K as of Q2 2026.
N.E.W. Advisory Services left its Toyota share count unchanged in Q2 2026.
Toyota made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #672 holding.
N.E.W. Advisory Services first reported a position in Toyota in Q1 2025 and has held it in 4 quarters since.
N.E.W. Advisory Services's Toyota position peaked at $17.7K in Q1 2025.
642 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.