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SteelPeak Wealth’s Toyota TM Stock Holding History

SteelPeak Wealth’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 		$219K Buy
+1,303
New +$247K 0.01% 592
2023
Q3 		– Sell
-289
Closed -$46.5K – 513
2023
Q2 		$46.5K Buy
+289
New +$41.6K ﹤0.01% 435
2022
Q3 		– Sell
-4,455
Closed -$687K – 441
2022
Q2 		$687K Buy
4,455
+775
+21% +$128K 0.05% 211
2022
Q1 		$663K Buy
+3,680
New +$688K 0.04% 239

Other funds holding TM

QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

SteelPeak Wealth's TM Position: Q2 2026 in Review

SteelPeak Wealth opened a new position in Toyota (TM) in Q2 2026: 1,303 shares worth $219K. The stake represents 0.01% of the portfolio and ranks #592 among its holdings. This is a return to the name: SteelPeak Wealth previously reported a position in TM as recently as Q2 2023.

SteelPeak Wealth first reported a position in TM in Q1 2022 and has held it in 4 quarters since. The position peaked at $687K in Q2 2022. 87 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • SteelPeak Wealth held 1,303 shares of Toyota worth $219K as of Q2 2026.
  • Toyota was a new SteelPeak Wealth position in Q2 2026.
  • Toyota made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #592 holding.
  • SteelPeak Wealth first reported a position in Toyota in Q1 2022 and has held it in 4 quarters since.
  • SteelPeak Wealth's Toyota position peaked at $687K in Q2 2022.
  • 87 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.