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Optas LLC’s Toyota TM Stock Holding History

Optas LLC’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 		$607K Buy
3,603
+268
+8% +$50.8K 0.09% 145
2026
Q1 		$687K Buy
3,335
+15
+0.5% +$3.39K 0.1% 120
2025
Q4 		$711K Buy
3,320
+471
+17% +$95.5K 0.11% 114
2025
Q3 		$544K Buy
2,849
+328
+13% +$61.8K 0.09% 137
2025
Q2 		$434K Sell
2,521
-212
-8% -$38.4K 0.08% 161
2025
Q1 		$482K Sell
2,733
-485
-15% -$90.3K 0.08% 125
2024
Q4 		$626K Buy
3,218
+1,068
+50% +$188K 0.13% 93
2024
Q3 		$384K Buy
2,150
+374
+21% +$69.9K 0.09% 137
2024
Q2 		$364K Sell
1,776
-27
-1% -$5.97K 0.09% 117
2024
Q1 		$454K Buy
1,803
+134
+8% +$29.7K 0.12% 102
2023
Q4 		$306K Buy
1,669
+346
+26% +$63.1K 0.09% 133
2023
Q3 		$238K Buy
1,323
+62
+5% +$10.6K 0.08% 151
2023
Q2 		$203K Buy
+1,261
New +$181K 0.07% 153
2020
Q4 		– Sell
-2,318
Closed -$307K – 171
2020
Q3 		$307K Buy
+2,318
New +$301K 0.09% 130

Other funds holding TM

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
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Optas LLC's TM Position: Q2 2026 in Review

Optas LLC increased its Toyota (TM) stake by 8% in Q2 2026, buying an estimated $50.8K and bringing the position to 3,603 shares worth $607K. The position accounts for 0.09% of the portfolio, ranked #145.

Optas LLC first reported a position in TM in Q3 2020 and has held it in 14 quarters since. The position peaked at $711K in Q4 2025. 159 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Optas LLC held 3,603 shares of Toyota worth $607K as of Q2 2026.
  • Optas LLC bought 268 Toyota shares in Q2 2026, an estimated $50.8K.
  • Toyota made up 0.09% of Optas LLC's portfolio in Q2 2026, its #145 holding.
  • Optas LLC first reported a position in Toyota in Q3 2020 and has held it in 14 quarters since.
  • Optas LLC's Toyota position peaked at $711K in Q4 2025.
  • 159 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.