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ORG Wealth Partners’s Toyota TM Stock Holding History

ORG Wealth Partners’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 		$45K Hold
267
– – 0.01% 357
2026
Q1 		$55K Hold
267
– – 0.01% 325
2025
Q4 		$57.2K Hold
267
– – 0.01% 312
2025
Q3 		$51K Hold
267
– – 0.01% 321
2025
Q2 		$45.8K Hold
267
– – 0.01% 333
2025
Q1 		$46.6K Buy
+267
New +$49.7K 0.01% 352

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 $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

ORG Wealth Partners's TM Position: Q2 2026 in Review

ORG Wealth Partners held its Toyota (TM) position steady in Q2 2026 at 267 shares worth $45K. The position accounts for 0.01% of the portfolio, ranked #357.

ORG Wealth Partners first reported a position in TM in Q1 2025 and has held it in 6 quarters since. The position peaked at $57.2K in Q4 2025. 642 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • ORG Wealth Partners held 267 shares of Toyota worth $45K as of Q2 2026.
  • ORG Wealth Partners left its Toyota share count unchanged in Q2 2026.
  • Toyota made up 0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #357 holding.
  • ORG Wealth Partners first reported a position in Toyota in Q1 2025 and has held it in 6 quarters since.
  • ORG Wealth Partners's Toyota position peaked at $57.2K in Q4 2025.
  • 642 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.