Nvest Wealth Strategies’s Toyota TM Stock Holding History

Nvest Wealth Strategies’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	-3	Closed	-$619	–	424
2026 Q1	$619	Buy	+3	New	+$678	﹤0.01%	260

Other funds holding TM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MIM

Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nvest Wealth Strategies's TM Position: Q2 2026 in Review

Nvest Wealth Strategies sold out of Toyota (TM) in Q2 2026, closing a stake of 3 shares — an estimated $619 sold.

Nvest Wealth Strategies first reported a position in TM in Q1 2026 and held it in 1 quarter. The position peaked at $619 in Q1 2026. 376 funds tracked by Wall St. Rank hold TM as of Q2 2026.

Nvest Wealth Strategies reported no remaining Toyota position as of Q2 2026 after selling out during the quarter.
Nvest Wealth Strategies sold 3 Toyota shares in Q2 2026, an estimated $619.
Nvest Wealth Strategies first reported a position in Toyota in Q1 2026 and held it in 1 quarter.
Nvest Wealth Strategies's Toyota position peaked at $619 in Q1 2026.
376 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.