NW
TM icon

Naviter Wealth’s Toyota TM Stock Holding History

Naviter Wealth’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 		$4.1M Buy
24,320
+427
+2% +$80.9K 0.37% 62
2026
Q1 		$4.92M Buy
23,893
+1,010
+4% +$228K 0.62% 33
2025
Q4 		$4.9M Sell
22,883
-1,568
-6% -$318K 0.64% 29
2025
Q3 		$4.67M Buy
24,451
+569
+2% +$107K 0.54% 37
2025
Q2 		$4.11M Sell
23,882
-384
-2% -$69.5K 0.51% 42
2025
Q1 		$4.35M Buy
24,266
+2,147
+10% +$400K 0.53% 45
2024
Q4 		$4.3M Sell
22,119
-7,818
-26% -$1.38M 0.52% 42
2024
Q3 		$5.35M Buy
29,937
+2,317
+8% +$433K 0.74% 31
2024
Q2 		$5.66M Buy
27,620
+1,828
+7% +$404K 0.85% 22
2024
Q1 		$6.49M Buy
25,792
+1,915
+8% +$424K 1.06% 20
2023
Q4 		$4.38M Buy
23,877
+4,061
+20% +$740K 0.88% 27
2023
Q3 		$3.56M Buy
19,816
+440
+2% +$75.1K 0.86% 24
2023
Q2 		$3.11M Buy
19,376
+3,974
+26% +$572K 0.79% 24
2023
Q1 		$2.18M Buy
15,402
+638
+4% +$89.7K 0.76% 25
2022
Q4 		$2.16M Buy
14,764
+1,180
+9% +$165K 0.59% 36
2022
Q3 		$1.77M Buy
13,584
+1,314
+11% +$199K 0.72% 24
2022
Q2 		$1.89M Buy
+12,270
New +$2.03M 0.78% 20

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

Naviter Wealth's TM Position: Q2 2026 in Review

Naviter Wealth increased its Toyota (TM) stake by 1.8% in Q2 2026, buying an estimated $80.9K and bringing the position to 24,320 shares worth $4.1M. The position accounts for 0.37% of the portfolio, ranked #62.

Naviter Wealth first reported a position in TM in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.49M in Q1 2024. 640 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Naviter Wealth held 24,320 shares of Toyota worth $4.1M as of Q2 2026.
  • Naviter Wealth bought 427 Toyota shares in Q2 2026, an estimated $80.9K.
  • Toyota made up 0.37% of Naviter Wealth's portfolio in Q2 2026, its #62 holding.
  • Naviter Wealth first reported a position in Toyota in Q2 2022 and has held it in 17 quarters since.
  • Naviter Wealth's Toyota position peaked at $6.49M in Q1 2024.
  • 640 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.