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 Q2	–	Sell	-1,149	Closed	-$237K	–	1271
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 $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

NewEdge Wealth's TM Position: Q2 2026 in Review

NewEdge Wealth sold out of Toyota (TM) in Q2 2026, closing a stake of 1,149 shares — an estimated $237K sold.

NewEdge Wealth first reported a position in TM in Q4 2025 and held it in 2 quarters. The position peaked at $547K in Q4 2025. 644 funds tracked by Wall St. Rank hold TM as of Q2 2026.

NewEdge Wealth reported no remaining Toyota position as of Q2 2026 after selling out during the quarter.
NewEdge Wealth sold 1,149 Toyota shares in Q2 2026, an estimated $237K.
NewEdge Wealth first reported a position in Toyota in Q4 2025 and held it in 2 quarters.
NewEdge Wealth's Toyota position peaked at $547K in Q4 2025.
644 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.