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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
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

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

True Wealth Design's TM Position: Q2 2026 in Review

True Wealth Design reduced its Toyota (TM) stake by 82% in Q2 2026, selling an estimated $31.4K and leaving 37 shares worth $6.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1246.

True Wealth Design first reported a position in TM in Q3 2025 and has held it in 4 quarters since. The position peaked at $41.8K in Q1 2026. 640 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • True Wealth Design held 37 shares of Toyota worth $6.23K as of Q2 2026.
  • True Wealth Design sold 166 Toyota shares in Q2 2026, an estimated $31.4K.
  • Toyota made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1246 holding.
  • True Wealth Design first reported a position in Toyota in Q3 2025 and has held it in 4 quarters since.
  • True Wealth Design's Toyota position peaked at $41.8K in Q1 2026.
  • 640 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.