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 Q3	$447K	Buy	2,440 +230	+10%	+$43.1K	0.01%	579
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 Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Sagespring Wealth Partners's TM Position: Q3 2026 in Review

Sagespring Wealth Partners increased its Toyota (TM) stake by 10% in Q3 2026, buying an estimated $43.1K and bringing the position to 2,440 shares worth $447K. The position accounts for 0.01% of the portfolio, ranked #579.

Sagespring Wealth Partners first reported a position in TM in Q4 2024 and has held it in 8 quarters since. The position peaked at $749K in Q1 2026. 556 funds tracked by Wall St. Rank hold TM as of Q3 2026.

Sagespring Wealth Partners held 2,440 shares of Toyota worth $447K as of Q3 2026.
Sagespring Wealth Partners bought 230 Toyota shares in Q3 2026, an estimated $43.1K.
Toyota made up 0.01% of Sagespring Wealth Partners's portfolio in Q3 2026, its #579 holding.
Sagespring Wealth Partners first reported a position in Toyota in Q4 2024 and has held it in 8 quarters since.
Sagespring Wealth Partners's Toyota position peaked at $749K in Q1 2026.
556 funds tracked by Wall St. Rank held Toyota as of Q3 2026.

Based on Sagespring Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.