Net Worth Advisory Group’s Toyota TM Stock Holding History

Net Worth Advisory Group’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	–	Sell	-1,096	Closed	-$226K	–	467
2026 Q1	$226K	Sell	1,096 -9	-0.8%	-$2.03K	0.05%	385
2025 Q4	$237K	Buy	1,105 +30	+3%	+$6.08K	0.05%	398
2025 Q3	$205K	Buy	+1,075	New	+$203K	0.06%	381
2025 Q2	–	Sell	-1,146	Closed	-$202K	–	453
2025 Q1	$202K	Sell	1,146 -48	-4%	-$8.93K	0.06%	339
2024 Q4	$232K	Sell	1,194 -44	-4%	-$7.74K	0.07%	321
2024 Q3	$221K	Buy	+1,238	New	+$231K	0.07%	354

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

Net Worth Advisory Group's TM Position: Q2 2026 in Review

Net Worth Advisory Group sold out of Toyota (TM) in Q2 2026, closing a stake of 1,096 shares — an estimated $226K sold.

Net Worth Advisory Group first reported a position in TM in Q3 2024 and held it in 6 quarters. The position peaked at $237K in Q4 2025. 640 funds tracked by Wall St. Rank hold TM as of Q2 2026.

Net Worth Advisory Group reported no remaining Toyota position as of Q2 2026 after selling out during the quarter.
Net Worth Advisory Group sold 1,096 Toyota shares in Q2 2026, an estimated $226K.
Net Worth Advisory Group first reported a position in Toyota in Q3 2024 and held it in 6 quarters.
Net Worth Advisory Group's Toyota position peaked at $237K in Q4 2025.
640 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.