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Sequoia Financial Advisors’s Toyota TM Stock Holding History

Sequoia 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 		$1.8M Sell
10,666
-4,000
-27% -$758K 0.01% 678
2026
Q1 		$3.02M Buy
14,666
+4,254
+41% +$961K 0.02% 457
2025
Q4 		$2.23M Buy
10,412
+472
+5% +$95.7K 0.01% 538
2025
Q3 		$1.9M Buy
9,940
+599
+6% +$113K 0.01% 545
2025
Q2 		$1.61M Buy
9,341
+318
+4% +$57.5K 0.01% 529
2025
Q1 		$1.59M Buy
9,023
+186
+2% +$34.6K 0.01% 485
2024
Q4 		$1.72M Buy
8,837
+861
+11% +$151K 0.02% 443
2024
Q3 		$1.42M Buy
7,976
+145
+2% +$27.1K 0.02% 452
2024
Q2 		$1.61M Sell
7,831
-113
-1% -$25K 0.02% 375
2024
Q1 		$2M Buy
7,944
+366
+5% +$81K 0.02% 324
2023
Q4 		$1.39M Buy
7,578
+451
+6% +$82.2K 0.02% 436
2023
Q3 		$1.28M Buy
7,127
+120
+2% +$20.5K 0.02% 292
2023
Q2 		$1.13M Buy
7,007
+907
+15% +$131K 0.02% 329
2023
Q1 		$864K Sell
6,100
-180
-3% -$25.3K 0.02% 340
2022
Q4 		$858K Buy
6,280
+3,492
+125% +$487K 0.02% 322
2022
Q3 		$363K Sell
2,788
-1,502
-35% -$228K 0.01% 344
2022
Q2 		$661K Buy
4,290
+550
+15% +$90.9K 0.02% 282
2022
Q1 		$674K Buy
3,740
+311
+9% +$58.2K 0.02% 298
2021
Q4 		$635K Buy
+3,429
New +$617K 0.02% 290
2021
Q3 		– Sell
-1,928
Closed -$337K – 432
2021
Q2 		$337K Buy
1,928
+344
+22% +$56.5K 0.01% 350
2021
Q1 		$247K Sell
1,584
-304
-16% -$46K 0.01% 383
2020
Q4 		$292K Hold
1,888
– – 0.01% 323
2020
Q3 		$250K Buy
1,888
+44
+2% +$5.72K 0.01% 330
2020
Q2 		$232K Sell
1,844
-134
-7% -$16.6K 0.01% 326
2020
Q1 		$237K Buy
+1,978
New +$264K 0.02% 308

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

Sequoia Financial Advisors's TM Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Toyota (TM) stake by 27% in Q2 2026, selling an estimated $758K and leaving 10,666 shares worth $1.8M. The position accounts for 0.01% of the portfolio, ranked #678.

Sequoia Financial Advisors first reported a position in TM in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.02M in Q1 2026. 639 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Sequoia Financial Advisors held 10,666 shares of Toyota worth $1.8M as of Q2 2026.
  • Sequoia Financial Advisors sold 4,000 Toyota shares in Q2 2026, an estimated $758K.
  • Toyota made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #678 holding.
  • Sequoia Financial Advisors first reported a position in Toyota in Q1 2020 and has held it in 25 quarters since.
  • Sequoia Financial Advisors's Toyota position peaked at $3.02M in Q1 2026.
  • 639 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.