Sunpointe’s Toyota TM Stock Holding History

Sunpointe’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	–	Sell	-980	Closed	-$202K	–	305
2026 Q1	$202K	Sell	980 -19	-2%	-$4.29K	0.07%	257
2025 Q4	$214K	Buy	+999	New	+$203K	0.07%	241
2025 Q2	–	Sell	-1,144	Closed	-$202K	–	243
2025 Q1	$202K	Hold	1,144	–	–	0.11%	172
2024 Q4	$223K	Buy	+1,144	New	+$201K	0.11%	166
2024 Q3	–	Sell	-1,193	Closed	-$245K	–	189
2024 Q2	$245K	Sell	1,193 -51	-4%	-$11.3K	0.16%	123
2024 Q1	$313K	Buy	+1,244	New	+$275K	0.35%	89

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

Sunpointe's TM Position: Q2 2026 in Review

Sunpointe sold out of Toyota (TM) in Q2 2026, closing a stake of 980 shares — an estimated $202K sold.

Sunpointe first reported a position in TM in Q1 2024 and held it in 6 quarters. The position peaked at $313K in Q1 2024. 642 funds tracked by Wall St. Rank hold TM as of Q2 2026.

Sunpointe reported no remaining Toyota position as of Q2 2026 after selling out during the quarter.
Sunpointe sold 980 Toyota shares in Q2 2026, an estimated $202K.
Sunpointe first reported a position in Toyota in Q1 2024 and held it in 6 quarters.
Sunpointe's Toyota position peaked at $313K in Q1 2024.
642 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Sunpointe's 13F filing for Q2 2026, filed 24 Jul 2026.