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Strategic Wealth Partners’s Toyota TM Stock Holding History

Strategic Wealth Partners’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 		$391K Sell
2,322
-51,335
-96% -$9.72M 0.02% 224
2026
Q1 		$11.1M Buy
53,657
+15,099
+39% +$3.41M 0.77% 45
2025
Q4 		$8.25M Buy
38,558
+8,463
+28% +$1.72M 0.57% 55
2025
Q3 		$5.75M Buy
30,095
+29,896
+15,023% +$5.64M 0.43% 68
2025
Q2 		$34.3K Buy
+199
New +$36K ﹤0.01% 561

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

Strategic Wealth Partners's TM Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Toyota (TM) stake by 96% in Q2 2026, selling an estimated $9.72M and leaving 2,322 shares worth $391K. The position accounts for 0.02% of the portfolio, ranked #224.

Strategic Wealth Partners first reported a position in TM in Q2 2025 and has held it in 5 quarters since. The position peaked at $11.1M in Q1 2026. 643 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Strategic Wealth Partners held 2,322 shares of Toyota worth $391K as of Q2 2026.
  • Strategic Wealth Partners sold 51,335 Toyota shares in Q2 2026, an estimated $9.72M.
  • Toyota made up 0.02% of Strategic Wealth Partners's portfolio in Q2 2026, its #224 holding.
  • Strategic Wealth Partners first reported a position in Toyota in Q2 2025 and has held it in 5 quarters since.
  • Strategic Wealth Partners's Toyota position peaked at $11.1M in Q1 2026.
  • 643 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.