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Waverly Advisors’s Toyota TM Stock Holding History

Waverly 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
-1,456
Closed -$300K – 1835
2026
Q1 		$300K Buy
1,456
+127
+10% +$28.7K ﹤0.01% 1300
2025
Q4 		$284K Buy
1,329
+133
+11% +$27K ﹤0.01% 1235
2025
Q3 		$228K Sell
1,196
-181
-13% -$34.1K ﹤0.01% 1152
2025
Q2 		$237K Buy
1,377
+70
+5% +$12.7K ﹤0.01% 1066
2025
Q1 		$231K Buy
+1,307
New +$243K ﹤0.01% 1011
2014
Q4 		– Sell
-57
Closed -$7K – 654
2014
Q3 		$7K Hold
57
– – ﹤0.01% 565
2014
Q2 		$7K Buy
57
+9
+19% +$1K ﹤0.01% 531
2014
Q1 		$5K Sell
48
-4
-8% -$462 ﹤0.01% 563
2013
Q4 		$6K Buy
+52
New +$6.54K ﹤0.01% 652

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

Waverly Advisors's TM Position: Q2 2026 in Review

Waverly Advisors sold out of Toyota (TM) in Q2 2026, closing a stake of 1,456 shares — an estimated $300K sold.

Waverly Advisors first reported a position in TM in Q4 2013 and held it in 9 quarters. The position peaked at $300K in Q1 2026. 642 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Waverly Advisors reported no remaining Toyota position as of Q2 2026 after selling out during the quarter.
  • Waverly Advisors sold 1,456 Toyota shares in Q2 2026, an estimated $300K.
  • Waverly Advisors first reported a position in Toyota in Q4 2013 and held it in 9 quarters.
  • Waverly Advisors's Toyota position peaked at $300K in Q1 2026.
  • 642 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.