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Ritholtz Wealth Management’s Toyota TM Stock Holding History

Ritholtz Wealth Management’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 		$2.11M Sell
12,554
-6,479
-34% -$1.23M 0.03% 402
2026
Q1 		$3.92M Buy
19,033
+1,056
+6% +$239K 0.07% 211
2025
Q4 		$3.85M Buy
17,977
+6,116
+52% +$1.24M 0.07% 199
2025
Q3 		$2.27M Sell
11,861
-3,983
-25% -$751K 0.04% 297
2025
Q2 		$2.73M Sell
15,844
-2,496
-14% -$452K 0.06% 218
2025
Q1 		$3.24M Sell
18,340
-2,069
-10% -$385K 0.1% 152
2024
Q4 		$3.97M Sell
20,409
-525
-3% -$92.4K 0.12% 106
2024
Q3 		$3.74M Buy
20,934
+1,413
+7% +$264K 0.11% 121
2024
Q2 		$4M Sell
19,521
-95
-0.5% -$21K 0.13% 96
2024
Q1 		$4.94M Buy
19,616
+7,232
+58% +$1.6M 0.17% 73
2023
Q4 		$2.27M Buy
12,384
+1,035
+9% +$189K 0.09% 146
2023
Q3 		$2.04M Buy
11,349
+2,031
+22% +$347K 0.09% 141
2023
Q2 		$1.5M Buy
9,318
+315
+3% +$45.3K 0.07% 188
2023
Q1 		$1.28M Sell
9,003
-4,087
-31% -$574K 0.06% 204
2022
Q4 		$1.79M Buy
13,090
+5,875
+81% +$819K 0.1% 143
2022
Q3 		$940K Sell
7,215
-2,786
-28% -$422K 0.05% 258
2022
Q2 		$1.54M Sell
10,001
-63
-0.6% -$10.4K 0.1% 128
2022
Q1 		$1.81M Buy
10,064
+1,865
+23% +$349K 0.12% 98
2021
Q4 		$1.52M Buy
8,199
+1,342
+20% +$241K 0.09% 106
2021
Q3 		$1.22M Buy
6,857
+518
+8% +$92.5K 0.08% 114
2021
Q2 		$1.11M Buy
6,339
+1,594
+34% +$262K 0.08% 123
2021
Q1 		$741K Buy
4,745
+1,562
+49% +$236K 0.06% 147
2020
Q4 		$492K Buy
3,183
+507
+19% +$70.9K 0.05% 170
2020
Q3 		$354K Sell
2,676
-15
-0.6% -$1.95K 0.04% 183
2020
Q2 		$338K Buy
+2,691
New +$334K 0.04% 158

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

Ritholtz Wealth Management's TM Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Toyota (TM) stake by 34% in Q2 2026, selling an estimated $1.23M and leaving 12,554 shares worth $2.11M. The position accounts for 0.03% of the portfolio, ranked #402.

Ritholtz Wealth Management first reported a position in TM in Q2 2020 and has held it in 25 quarters since. The position peaked at $4.94M in Q1 2024. 639 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Ritholtz Wealth Management held 12,554 shares of Toyota worth $2.11M as of Q2 2026.
  • Ritholtz Wealth Management sold 6,479 Toyota shares in Q2 2026, an estimated $1.23M.
  • Toyota made up 0.03% of Ritholtz Wealth Management's portfolio in Q2 2026, its #402 holding.
  • Ritholtz Wealth Management first reported a position in Toyota in Q2 2020 and has held it in 25 quarters since.
  • Ritholtz Wealth Management's Toyota position peaked at $4.94M in Q1 2024.
  • 639 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.