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Sagespring Wealth Partners’s Toyota TM Stock Holding History

Sagespring Wealth Partners’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 		$372K Sell
2,210
-1,425
-39% -$270K 0.01% 607
2026
Q1 		$749K Buy
3,635
+270
+8% +$61K 0.01% 395
2025
Q4 		$720K Buy
3,365
+210
+7% +$42.6K 0.01% 385
2025
Q3 		$603K Buy
3,155
+137
+5% +$25.8K 0.01% 421
2025
Q2 		$520K Sell
3,018
-535
-15% -$96.8K 0.01% 432
2025
Q1 		$627K Buy
3,553
+795
+29% +$148K 0.02% 338
2024
Q4 		$537K Buy
+2,758
New +$485K 0.01% 333

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

Sagespring Wealth Partners's TM Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its Toyota (TM) stake by 39% in Q2 2026, selling an estimated $270K and leaving 2,210 shares worth $372K. The position accounts for 0.01% of the portfolio, ranked #607.

Sagespring Wealth Partners first reported a position in TM in Q4 2024 and has held it in 7 quarters since. The position peaked at $749K in Q1 2026. 643 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Sagespring Wealth Partners held 2,210 shares of Toyota worth $372K as of Q2 2026.
  • Sagespring Wealth Partners sold 1,425 Toyota shares in Q2 2026, an estimated $270K.
  • Toyota made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #607 holding.
  • Sagespring Wealth Partners first reported a position in Toyota in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's Toyota position peaked at $749K in Q1 2026.
  • 643 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.