Spirepoint Private Client’s Toyota TM Stock Holding History

Spirepoint Private Client’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	$842K	Hold	5,000	–	–	0.07%	147
2026 Q1	$1.03M	Hold	5,000	–	–	0.1%	118
2025 Q4	$1.07M	Hold	5,000	–	–	0.1%	111
2025 Q3	$955K	Sell	5,000 -15	-0.3%	-$2.83K	0.1%	119
2025 Q2	$864K	Buy	+5,015	New	+$907K	0.1%	119

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

Spirepoint Private Client's TM Position: Q2 2026 in Review

Spirepoint Private Client held its Toyota (TM) position steady in Q2 2026 at 5,000 shares worth $842K. The position accounts for 0.07% of the portfolio, ranked #147.

Spirepoint Private Client first reported a position in TM in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.07M in Q4 2025. 639 funds tracked by Wall St. Rank hold TM as of Q2 2026.

Spirepoint Private Client held 5,000 shares of Toyota worth $842K as of Q2 2026.
Spirepoint Private Client left its Toyota share count unchanged in Q2 2026.
Toyota made up 0.07% of Spirepoint Private Client's portfolio in Q2 2026, its #147 holding.
Spirepoint Private Client first reported a position in Toyota in Q2 2025 and has held it in 5 quarters since.
Spirepoint Private Client's Toyota position peaked at $1.07M in Q4 2025.
639 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.