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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Physician Wealth Advisors's TM Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Toyota (TM) stake by 47% in Q2 2026, selling an estimated $12.5K and leaving 73 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #814.

Physician Wealth Advisors first reported a position in TM in Q4 2024 and has held it in 7 quarters since. The position peaked at $30.2K in Q4 2025. 278 funds tracked by Wall St. Rank hold TM as of Q2 2026.

Physician Wealth Advisors held 73 shares of Toyota worth $12.3K as of Q2 2026.
Physician Wealth Advisors sold 66 Toyota shares in Q2 2026, an estimated $12.5K.
Toyota made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #814 holding.
Physician Wealth Advisors first reported a position in Toyota in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Toyota position peaked at $30.2K in Q4 2025.
278 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.