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Prestige Wealth Management Group’s Toyota TM Stock Holding History

Prestige Wealth Management Group’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 		– Sell
-6
Closed -$1.24K – 1144
2026
Q1 		$1.24K Hold
6
– – ﹤0.01% 826
2025
Q4 		$1.28K Sell
6
-55
-90% -$11.2K ﹤0.01% 840
2025
Q3 		$11.7K Hold
61
– – ﹤0.01% 425
2025
Q2 		$10.5K Hold
61
– – ﹤0.01% 432
2025
Q1 		$10.8K Hold
61
– – ﹤0.01% 430
2024
Q4 		$11.9K Hold
61
– – ﹤0.01% 432
2024
Q3 		$10.9K Hold
61
– – ﹤0.01% 436
2024
Q2 		$12.5K Hold
61
– – ﹤0.01% 376
2024
Q1 		$15.4K Hold
61
– – ﹤0.01% 380
2023
Q4 		$11.2K Buy
61
+50
+455% +$9.12K ﹤0.01% 427
2023
Q3 		$1.98K Buy
11
+5
+83% +$854 ﹤0.01% 739
2023
Q2 		$965 Hold
6
– – ﹤0.01% 915
2023
Q1 		$851 Hold
6
– – ﹤0.01% 911
2022
Q4 		$819 Hold
6
– – ﹤0.01% 1006
2022
Q3 		$1K Sell
6
-10
-63% -$1.52K ﹤0.01% 926
2022
Q2 		$2K Sell
16
-7
-30% -$1.16K ﹤0.01% 795
2022
Q1 		$4K Hold
23
– – ﹤0.01% 686
2021
Q4 		$4K Hold
23
– – ﹤0.01% 697
2021
Q3 		$4K Hold
23
– – ﹤0.01% 700
2021
Q2 		$4K Hold
23
– – ﹤0.01% 699
2021
Q1 		$4K Hold
23
– – ﹤0.01% 686
2020
Q4 		$4K Sell
23
-27
-54% -$3.77K ﹤0.01% 652
2020
Q3 		$7K Sell
50
-6
-11% -$780 ﹤0.01% 500
2020
Q2 		$7K Sell
56
-32
-36% -$3.97K ﹤0.01% 481
2020
Q1 		$11K Buy
88
+72
+450% +$9.61K ﹤0.01% 372
2019
Q4 		$2K Hold
16
– – ﹤0.01% 516
2019
Q3 		$2K Buy
+16
New +$2.1K ﹤0.01% 507
2019
Q1 		– Sell
-168
Closed -$20K – 1077
2018
Q4 		$20K Buy
+168
New +$19.9K 0.01% 310

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

Prestige Wealth Management Group's TM Position: Q2 2026 in Review

Prestige Wealth Management Group sold out of Toyota (TM) in Q2 2026, closing a stake of 6 shares — an estimated $1.24K sold.

Prestige Wealth Management Group first reported a position in TM in Q4 2018 and held it in 28 quarters. The position peaked at $20K in Q4 2018. 639 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Prestige Wealth Management Group reported no remaining Toyota position as of Q2 2026 after selling out during the quarter.
  • Prestige Wealth Management Group sold 6 Toyota shares in Q2 2026, an estimated $1.24K.
  • Prestige Wealth Management Group first reported a position in Toyota in Q4 2018 and held it in 28 quarters.
  • Prestige Wealth Management Group's Toyota position peaked at $20K in Q4 2018.
  • 639 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.