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OneDigital Investment Advisors’s Toyota TM Stock Holding History

OneDigital Investment Advisors’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 		– Sell
-939
Closed -$201K – 1589
2025
Q4 		$201K Sell
939
-128
-12% -$26K ﹤0.01% 1448
2025
Q3 		$204K Buy
+1,067
New +$201K ﹤0.01% 1418
2025
Q1 		– Sell
-1,297
Closed -$252K – 1494
2024
Q4 		$252K Sell
1,297
-1,121
-46% -$197K ﹤0.01% 1220
2024
Q3 		$432K Sell
2,418
-72
-3% -$13.4K ﹤0.01% 992
2024
Q2 		$510K Buy
2,490
+480
+24% +$106K 0.01% 894
2024
Q1 		$506K Buy
+2,010
New +$445K 0.01% 737
2022
Q3 		– Sell
-2,501
Closed -$386K – 800
2022
Q2 		$386K Buy
2,501
+532
+27% +$87.9K 0.02% 496
2022
Q1 		$355K Buy
+1,969
New +$368K 0.01% 548
2019
Q3 		– Sell
-57
Closed -$7K – 1100
2019
Q2 		$7K Hold
57
– – ﹤0.01% 1009
2019
Q1 		$7K Sell
57
-30
-34% -$3.63K ﹤0.01% 954
2018
Q4 		$10K Buy
87
+2
+2% +$237 ﹤0.01% 854
2018
Q3 		$11K Hold
85
– – ﹤0.01% 810
2018
Q2 		$11K Sell
85
-10
-11% -$1.32K ﹤0.01% 1018
2018
Q1 		$12K Sell
95
-6
-6% -$804 ﹤0.01% 992
2017
Q4 		$13K Hold
101
– – ﹤0.01% 922
2017
Q3 		$12K Hold
101
– – ﹤0.01% 790
2017
Q2 		$11K Buy
+101
New +$10.8K ﹤0.01% 925

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 $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

OneDigital Investment Advisors's TM Position: Q1 2026 in Review

OneDigital Investment Advisors sold out of Toyota (TM) in Q1 2026, closing a stake of 939 shares — an estimated $201K sold.

OneDigital Investment Advisors first reported a position in TM in Q2 2017 and held it in 17 quarters. The position peaked at $510K in Q2 2024. 697 funds tracked by Wall St. Rank hold TM as of Q1 2026.

  • OneDigital Investment Advisors reported no remaining Toyota position as of Q1 2026 after selling out during the quarter.
  • OneDigital Investment Advisors sold 939 Toyota shares in Q1 2026, an estimated $201K.
  • OneDigital Investment Advisors first reported a position in Toyota in Q2 2017 and held it in 17 quarters.
  • OneDigital Investment Advisors's Toyota position peaked at $510K in Q2 2024.
  • 697 funds tracked by Wall St. Rank held Toyota as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.