Traveka Wealth’s Toyota TM Stock Holding History

Traveka 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 Q3	$313K	Sell	1,711 -9	-0.5%	-$1.69K	0.1%	146
2026 Q2	$290K	Sell	1,720 -36	-2%	-$6.82K	0.1%	142
2026 Q1	$362K	Buy	1,756 +20	+1%	+$4.52K	0.14%	110
2025 Q4	$372K	Buy	1,736 +27	+2%	+$5.48K	0.15%	112
2025 Q3	$327K	Sell	1,709 -84	-5%	-$15.8K	0.15%	109
2025 Q2	$309K	Sell	1,793 -218	-11%	-$39.4K	0.16%	102
2025 Q1	$355K	Buy	2,011 +68	+3%	+$12.7K	0.2%	85
2024 Q4	$378K	Buy	1,943 +1	+0.1%	+$176	0.21%	81
2024 Q3	$347K	Sell	1,942 -61	-3%	-$11.4K	0.18%	84
2024 Q2	$411K	Buy	2,003 +67	+3%	+$14.8K	0.2%	64
2024 Q1	$487K	Buy	1,936 +141	+8%	+$31.2K	0.23%	58
2023 Q4	$329K	Buy	+1,795	New	+$327K	0.17%	77

Other funds holding TM

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Altrius Capital Management New Bern, North Carolina $561M AUM 16.14% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Traveka Wealth's TM Position: Q3 2026 in Review

Traveka Wealth reduced its Toyota (TM) stake by 0.52% in Q3 2026, selling an estimated $1.69K and leaving 1,711 shares worth $313K. The position accounts for 0.1% of the portfolio, ranked #146.

Traveka Wealth first reported a position in TM in Q4 2023 and has held it in 12 quarters since. The position peaked at $487K in Q1 2024. 429 funds tracked by Wall St. Rank hold TM as of Q3 2026.

Traveka Wealth held 1,711 shares of Toyota worth $313K as of Q3 2026.
Traveka Wealth sold 9 Toyota shares in Q3 2026, an estimated $1.69K.
Toyota made up 0.1% of Traveka Wealth's portfolio in Q3 2026, its #146 holding.
Traveka Wealth first reported a position in Toyota in Q4 2023 and has held it in 12 quarters since.
Traveka Wealth's Toyota position peaked at $487K in Q1 2024.
429 funds tracked by Wall St. Rank held Toyota as of Q3 2026.

Based on Traveka Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.