SWTS
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Stonehaven Wealth & Tax Solutions’s Toyota TM Stock Holding History

Stonehaven Wealth & Tax Solutions’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
Q1 		– Sell
-1,201
Closed -$257K – 99
2025
Q4 		$257K Buy
+1,201
New +$244K 0.23% 64

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Stonehaven Wealth & Tax Solutions's TM Position: Q1 2026 in Review

Stonehaven Wealth & Tax Solutions sold out of Toyota (TM) in Q1 2026, closing a stake of 1,201 shares — an estimated $257K sold.

Stonehaven Wealth & Tax Solutions first reported a position in TM in Q4 2025 and held it in 1 quarter. The position peaked at $257K in Q4 2025. 694 funds tracked by Wall St. Rank hold TM as of Q1 2026.

  • Stonehaven Wealth & Tax Solutions reported no remaining Toyota position as of Q1 2026 after selling out during the quarter.
  • Stonehaven Wealth & Tax Solutions sold 1,201 Toyota shares in Q1 2026, an estimated $257K.
  • Stonehaven Wealth & Tax Solutions first reported a position in Toyota in Q4 2025 and held it in 1 quarter.
  • Stonehaven Wealth & Tax Solutions's Toyota position peaked at $257K in Q4 2025.
  • 694 funds tracked by Wall St. Rank held Toyota as of Q1 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2026, filed 15 May 2026.