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Plante Moran Financial Advisors’s Toyota TM Stock Holding History

Plante Moran Financial 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 		$6.74K Buy
+40
New +$7.58K ﹤0.01% 598
2022
Q3 		– Sell
-100
Closed -$15K – 1069
2022
Q2 		$15K Buy
+100
New +$16.5K ﹤0.01% 530
2021
Q1 		– Sell
-12
Closed -$2K – 1125
2020
Q4 		$2K Buy
12
+5
+71% +$699 ﹤0.01% 794
2020
Q3 		$1K Hold
7
– – ﹤0.01% 824
2020
Q2 		$1K Hold
7
– – ﹤0.01% 725
2020
Q1 		$1K Hold
7
– – ﹤0.01% 708
2019
Q4 		$1K Sell
7
-45
-87% -$6.29K ﹤0.01% 731
2019
Q3 		$7K Hold
52
– – ﹤0.01% 654
2019
Q2 		$6K Sell
52
-11
-17% -$1.34K ﹤0.01% 634
2019
Q1 		$7K Sell
63
-2
-3% -$242 ﹤0.01% 607
2018
Q4 		$8K Buy
65
+1
+2% +$118 ﹤0.01% 541
2018
Q3 		$8K Buy
64
+1
+2% +$126 ﹤0.01% 536
2018
Q2 		$8K Sell
63
-11
-15% -$1.45K ﹤0.01% 578
2018
Q1 		$10K Buy
74
+57
+335% +$7.64K 0.01% 612
2017
Q4 		$2K Buy
+17
New +$2.12K ﹤0.01% 803
2017
Q3 		– Sell
-450
Closed -$47K – 860
2017
Q2 		$47K Buy
450
+245
+120% +$26.2K 0.03% 329
2017
Q1 		$22K Buy
205
+187
+1,039% +$21.5K 0.01% 467
2016
Q4 		$2K Hold
18
– – ﹤0.01% 872
2016
Q3 		$2K Hold
18
– – ﹤0.01% 857
2016
Q2 		$2K Hold
18
– – ﹤0.01% 814
2016
Q1 		$2K Buy
+18
New +$1.99K ﹤0.01% 752
2014
Q1 		– Sell
-35
Closed -$4K – 695
2013
Q4 		$4K Sell
35
-105
-75% -$13.2K ﹤0.01% 565
2013
Q3 		$18K Buy
+140
New +$17.8K 0.01% 298

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

Plante Moran Financial Advisors's TM Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Toyota (TM) in Q2 2026: 40 shares worth $6.74K. The stake represents ﹤0.01% of the portfolio and ranks #598 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in TM as recently as Q2 2022.

Plante Moran Financial Advisors first reported a position in TM in Q3 2013 and has held it in 23 quarters since. The position peaked at $47K in Q2 2017. 640 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Plante Moran Financial Advisors held 40 shares of Toyota worth $6.74K as of Q2 2026.
  • Toyota was a new Plante Moran Financial Advisors position in Q2 2026.
  • Toyota made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #598 holding.
  • Plante Moran Financial Advisors first reported a position in Toyota in Q3 2013 and has held it in 23 quarters since.
  • Plante Moran Financial Advisors's Toyota position peaked at $47K in Q2 2017.
  • 640 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.