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Stratos Wealth Advisors’s Toyota TM Stock Holding History

Stratos 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 		$235K Buy
1,392
+53
+4% +$10K 0.01% 571
2026
Q1 		$276K Hold
1,339
– – 0.02% 499
2025
Q4 		$287K Buy
1,339
+246
+23% +$49.9K 0.01% 535
2025
Q3 		$209K Buy
+1,093
New +$206K 0.01% 638
2025
Q2 		– Sell
-1,190
Closed -$210K – 714
2025
Q1 		$210K Sell
1,190
-7
-0.6% -$1.3K 0.01% 618
2024
Q4 		$233K Sell
1,197
-562
-32% -$98.9K 0.01% 639
2024
Q3 		$314K Buy
1,759
+65
+4% +$12.1K 0.01% 596
2024
Q2 		$347K Buy
1,694
+3
+0.2% +$664 0.02% 550
2024
Q1 		$426K Buy
1,691
+500
+42% +$111K 0.03% 491
2023
Q4 		$219K Sell
1,191
-70
-6% -$12.8K 0.01% 627
2023
Q3 		$227K Hold
1,261
– – 0.02% 592
2023
Q2 		$203K Buy
+1,261
New +$181K 0.01% 596
2022
Q3 		– Sell
-1,478
Closed -$228K – 536
2022
Q2 		$228K Buy
1,478
+2
+0.1% +$331 0.02% 468
2022
Q1 		$266K Buy
+1,476
New +$276K 0.02% 464
2021
Q4 		– Sell
-1,185
Closed -$211K – 569
2021
Q3 		$211K Buy
+1,185
New +$212K 0.02% 486

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

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

Stratos Wealth Advisors increased its Toyota (TM) stake by 4% in Q2 2026, buying an estimated $10K and bringing the position to 1,392 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #571.

Stratos Wealth Advisors first reported a position in TM in Q3 2021 and has held it in 15 quarters since. The position peaked at $426K in Q1 2024. 644 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Stratos Wealth Advisors held 1,392 shares of Toyota worth $235K as of Q2 2026.
  • Stratos Wealth Advisors bought 53 Toyota shares in Q2 2026, an estimated $10K.
  • Toyota made up 0.01% of Stratos Wealth Advisors's portfolio in Q2 2026, its #571 holding.
  • Stratos Wealth Advisors first reported a position in Toyota in Q3 2021 and has held it in 15 quarters since.
  • Stratos Wealth Advisors's Toyota position peaked at $426K in Q1 2024.
  • 644 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.