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Twin Peaks Wealth Advisors’s Toyota TM Stock Holding History

Twin Peaks Wealth Advisors’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
-646
Closed -$133K – 2007
2026
Q1 		$133K Buy
+646
New +$146K 0.03% 233
2025
Q3 		– Sell
-310
Closed -$60.1K – 1938
2025
Q2 		$60.1K Buy
+310
New +$56.1K 0.02% 312

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

Twin Peaks Wealth Advisors's TM Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Toyota (TM) in Q2 2026, closing a stake of 646 shares — an estimated $133K sold.

Twin Peaks Wealth Advisors first reported a position in TM in Q2 2025 and held it in 2 quarters. The position peaked at $133K in Q1 2026. 644 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Toyota position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 646 Toyota shares in Q2 2026, an estimated $133K.
  • Twin Peaks Wealth Advisors first reported a position in Toyota in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Toyota position peaked at $133K in Q1 2026.
  • 644 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.