Physician Wealth Advisors
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Physician Wealth Advisors’s Toyota TM Stock Holding History

Physician Wealth 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
Q3 		$28.2K Buy
154
+81
+111% +$15.2K ﹤0.01% 599
2026
Q2 		$12.3K Sell
73
-66
-47% -$12.5K ﹤0.01% 814
2026
Q1 		$28.6K Sell
139
-2
-1% -$452 ﹤0.01% 532
2025
Q4 		$30.2K Buy
141
+15
+12% +$3.04K ﹤0.01% 492
2025
Q3 		$24.1K Buy
126
+22
+21% +$4.15K ﹤0.01% 529
2025
Q2 		$17.9K Buy
104
+59
+131% +$10.7K ﹤0.01% 538
2025
Q1 		$7.94K Sell
45
-26
-37% -$4.84K ﹤0.01% 651
2024
Q4 		$13.8K Buy
+71
New +$12.5K ﹤0.01% 580

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Cullen Capital Management
Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Altrius Capital Management
Altrius Capital Management New Bern, North Carolina $561M AUM 16.14% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Physician Wealth Advisors's TM Position: Q3 2026 in Review

Physician Wealth Advisors increased its Toyota (TM) stake by 111% in Q3 2026, buying an estimated $15.2K and bringing the position to 154 shares worth $28.2K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

Physician Wealth Advisors first reported a position in TM in Q4 2024 and has held it in 8 quarters since. The position peaked at $30.2K in Q4 2025. 412 funds tracked by Wall St. Rank hold TM as of Q3 2026.

  • Physician Wealth Advisors held 154 shares of Toyota worth $28.2K as of Q3 2026.
  • Physician Wealth Advisors bought 81 Toyota shares in Q3 2026, an estimated $15.2K.
  • Toyota made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #599 holding.
  • Physician Wealth Advisors first reported a position in Toyota in Q4 2024 and has held it in 8 quarters since.
  • Physician Wealth Advisors's Toyota position peaked at $30.2K in Q4 2025.
  • 412 funds tracked by Wall St. Rank held Toyota as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.