NewEdge Wealth’s Toyota TM Stock Holding History

NewEdge 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 Q1	$237K	Sell	1,149 -1,407	-55%	-$318K	﹤0.01%	1035
2025 Q4	$547K	Buy	+2,556	New	+$518K	0.01%	807

Other funds holding TM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

NewEdge Wealth's TM Position: Q1 2026 in Review

NewEdge Wealth reduced its Toyota (TM) stake by 55% in Q1 2026, selling an estimated $318K and leaving 1,149 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #1035.

NewEdge Wealth first reported a position in TM in Q4 2025 and has held it in 2 quarters since. The position peaked at $547K in Q4 2025. 694 funds tracked by Wall St. Rank hold TM as of Q1 2026.

NewEdge Wealth held 1,149 shares of Toyota worth $237K as of Q1 2026.
NewEdge Wealth sold 1,407 Toyota shares in Q1 2026, an estimated $318K.
Toyota made up ﹤0.01% of NewEdge Wealth's portfolio in Q1 2026, its #1035 holding.
NewEdge Wealth first reported a position in Toyota in Q4 2025 and has held it in 2 quarters since.
NewEdge Wealth's Toyota position peaked at $547K in Q4 2025.
694 funds tracked by Wall St. Rank held Toyota as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.