SFS
TM icon

Sharp Financial Services’s Toyota TM Stock Holding History

Sharp Financial Services’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
-1,075
Closed -$222K – 134
2026
Q1 		$222K Hold
1,075
– – 0.11% 109
2025
Q4 		$230K Sell
1,075
-25
-2% -$5.07K 0.12% 104
2025
Q3 		$210K Buy
+1,100
New +$207K 0.11% 101
2025
Q1 		– Sell
-1,100
Closed -$214K – 101
2024
Q4 		$214K Buy
+1,100
New +$194K 0.16% 92

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

Sharp Financial Services's TM Position: Q2 2026 in Review

Sharp Financial Services sold out of Toyota (TM) in Q2 2026, closing a stake of 1,075 shares — an estimated $222K sold.

Sharp Financial Services first reported a position in TM in Q4 2024 and held it in 4 quarters. The position peaked at $230K in Q4 2025. 642 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Sharp Financial Services reported no remaining Toyota position as of Q2 2026 after selling out during the quarter.
  • Sharp Financial Services sold 1,075 Toyota shares in Q2 2026, an estimated $222K.
  • Sharp Financial Services first reported a position in Toyota in Q4 2024 and held it in 4 quarters.
  • Sharp Financial Services's Toyota position peaked at $230K in Q4 2025.
  • 642 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Sharp Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.