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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MIM

Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return

LOPW

Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

Traveka Wealth's TM Position: Q2 2026 in Review

Traveka Wealth reduced its Toyota (TM) stake by 2.1% in Q2 2026, selling an estimated $6.82K and leaving 1,720 shares worth $290K. The position accounts for 0.1% of the portfolio, ranked #142.

Traveka Wealth first reported a position in TM in Q4 2023 and has held it in 11 quarters since. The position peaked at $487K in Q1 2024. 279 funds tracked by Wall St. Rank hold TM as of Q2 2026.

Traveka Wealth held 1,720 shares of Toyota worth $290K as of Q2 2026.
Traveka Wealth sold 36 Toyota shares in Q2 2026, an estimated $6.82K.
Toyota made up 0.1% of Traveka Wealth's portfolio in Q2 2026, its #142 holding.
Traveka Wealth first reported a position in Toyota in Q4 2023 and has held it in 11 quarters since.
Traveka Wealth's Toyota position peaked at $487K in Q1 2024.
279 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.