SOA Wealth Advisors’s Toyota TM Stock Holding History

SOA Wealth 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	$58.8K	Buy	6,580 +6,268	+2,009%	+$1.19M	0.01%	362
2026 Q1	$64.3K	Hold	312	–	–	0.01%	328
2025 Q4	$66.8K	Hold	312	–	–	0.01%	326
2025 Q3	$59.6K	Hold	312	–	–	0.01%	351
2025 Q2	$53.7K	Hold	312	–	–	0.01%	359
2025 Q1	$55.1K	Hold	312	–	–	0.01%	328
2024 Q4	$60.7K	Hold	312	–	–	0.01%	308
2024 Q3	$55.7K	Hold	312	–	–	0.01%	307
2024 Q2	$64K	Hold	312	–	–	0.01%	284
2024 Q1	$78.5K	Hold	312	–	–	0.02%	262
2023 Q4	$57.2K	Hold	312	–	–	0.01%	283
2023 Q3	$56.1K	Buy	312 +67	+27%	+$11.4K	0.01%	274
2023 Q2	$39.4K	Hold	245	–	–	0.01%	322
2023 Q1	$34.7K	Hold	245	–	–	0.01%	332
2022 Q4	$33.5K	Hold	245	–	–	0.01%	328
2022 Q3	$31K	Hold	245	–	–	0.01%	320
2022 Q2	$37K	Hold	245	–	–	0.01%	298
2022 Q1	$44K	Hold	245	–	–	0.01%	330
2021 Q4	$45K	Hold	245	–	–	0.01%	311
2021 Q3	$43K	Hold	245	–	–	0.01%	326
2021 Q2	$42K	Hold	245	–	–	0.01%	327
2021 Q1	$38K	Hold	245	–	–	0.01%	302
2020 Q4	$39K	Buy	+245	New	+$34.2K	0.01%	297

Other funds holding TM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

SOA Wealth Advisors's TM Position: Q2 2026 in Review

SOA Wealth Advisors increased its Toyota (TM) stake by 2,009% in Q2 2026, buying an estimated $1.19M and bringing the position to 6,580 shares worth $58.8K. The position accounts for 0.01% of the portfolio, ranked #362.

SOA Wealth Advisors first reported a position in TM in Q4 2020 and has held it in 23 quarters since. The position peaked at $78.5K in Q1 2024. 642 funds tracked by Wall St. Rank hold TM as of Q2 2026.

SOA Wealth Advisors held 6,580 shares of Toyota worth $58.8K as of Q2 2026.
SOA Wealth Advisors bought 6,268 Toyota shares in Q2 2026, an estimated $1.19M.
Toyota made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #362 holding.
SOA Wealth Advisors first reported a position in Toyota in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Toyota position peaked at $78.5K in Q1 2024.
642 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.