TWD
TM icon

True Wealth Design’s Toyota TM Stock Holding History

True Wealth Design’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 		$26K Buy
142
+105
+284% +$19.7K 0.01% 734
2026
Q2 		$6.23K Sell
37
-166
-82% -$31.4K ﹤0.01% 1246
2026
Q1 		$41.8K Buy
203
+87
+75% +$19.7K 0.01% 459
2025
Q4 		$24.8K Buy
116
+6
+5% +$1.22K 0.01% 531
2025
Q3 		$21K Buy
+110
New +$20.7K 0.01% 593

Other funds holding TM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

True Wealth Design's TM Position: Q3 2026 in Review

True Wealth Design increased its Toyota (TM) stake by 284% in Q3 2026, buying an estimated $19.7K and bringing the position to 142 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #734.

True Wealth Design first reported a position in TM in Q3 2025 and has held it in 5 quarters since. The position peaked at $41.8K in Q1 2026. 44 funds tracked by Wall St. Rank hold TM as of Q3 2026.

  • True Wealth Design held 142 shares of Toyota worth $26K as of Q3 2026.
  • True Wealth Design bought 105 Toyota shares in Q3 2026, an estimated $19.7K.
  • Toyota made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #734 holding.
  • True Wealth Design first reported a position in Toyota in Q3 2025 and has held it in 5 quarters since.
  • True Wealth Design's Toyota position peaked at $41.8K in Q1 2026.
  • 44 funds tracked by Wall St. Rank held Toyota as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.