Pathstone Holdings
TM icon

Pathstone Holdings’s Toyota TM Stock Holding History

Pathstone Holdings’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 		$4.07M Sell
24,186
-3,090
-11% -$585K 0.01% 738
2026
Q1 		$5.62M Buy
27,276
+1,402
+5% +$317K 0.02% 527
2025
Q4 		$5.54M Buy
25,874
+2,092
+9% +$424K 0.02% 528
2025
Q3 		$4.54M Buy
23,782
+1,113
+5% +$210K 0.02% 592
2025
Q2 		$3.91M Sell
22,669
-1,128
-5% -$204K 0.02% 640
2025
Q1 		$4.2M Sell
23,797
-160
-0.7% -$29.8K 0.02% 617
2024
Q4 		$4.66M Buy
23,957
+1,061
+5% +$187K 0.02% 570
2024
Q3 		$4.09M Sell
22,896
-2,073
-8% -$387K 0.02% 627
2024
Q2 		$5.12M Buy
24,969
+2,044
+9% +$452K 0.02% 519
2024
Q1 		$5.77M Buy
22,925
+5,496
+32% +$1.22M 0.03% 467
2023
Q4 		$3.21M Buy
+17,429
New +$3.18M 0.02% 563

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

Pathstone Holdings's TM Position: Q2 2026 in Review

Pathstone Holdings reduced its Toyota (TM) stake by 11% in Q2 2026, selling an estimated $585K and leaving 24,186 shares worth $4.07M. The position accounts for 0.01% of the portfolio, ranked #738.

Pathstone Holdings first reported a position in TM in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.77M in Q1 2024. 639 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Pathstone Holdings held 24,186 shares of Toyota worth $4.07M as of Q2 2026.
  • Pathstone Holdings sold 3,090 Toyota shares in Q2 2026, an estimated $585K.
  • Toyota made up 0.01% of Pathstone Holdings's portfolio in Q2 2026, its #738 holding.
  • Pathstone Holdings first reported a position in Toyota in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's Toyota position peaked at $5.77M in Q1 2024.
  • 639 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.