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Ovata Capital Management’s Toyota TM Stock Holding History

Ovata Capital Management’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
-4,500
Closed -$964K – 54
2025
Q4 		$964K Buy
+4,500
New +$913K 0.12% 43
2021
Q2 		– Sell
-20,000
Closed -$3.11M – 59
2021
Q1 		$3.11M Buy
+20,000
New +$3.03M 1.94% 20

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $5.72T AUM 30.48% 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

Ovata Capital Management's TM Position: Q1 2026 in Review

Ovata Capital Management sold out of Toyota (TM) in Q1 2026, closing a stake of 4,500 shares — an estimated $964K sold.

Ovata Capital Management first reported a position in TM in Q1 2021 and held it in 2 quarters. The position peaked at $3.11M in Q1 2021. 695 funds tracked by Wall St. Rank hold TM as of Q1 2026.

  • Ovata Capital Management reported no remaining Toyota position as of Q1 2026 after selling out during the quarter.
  • Ovata Capital Management sold 4,500 Toyota shares in Q1 2026, an estimated $964K.
  • Ovata Capital Management first reported a position in Toyota in Q1 2021 and held it in 2 quarters.
  • Ovata Capital Management's Toyota position peaked at $3.11M in Q1 2021.
  • 695 funds tracked by Wall St. Rank held Toyota as of Q1 2026.

Based on Ovata Capital Management's 13F filing for Q1 2026, filed 13 May 2026.