Wealth Alliance’s Toyota TM Stock Holding History

Wealth Alliance’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	$282K	Buy	1,538 +88	+6%	+$16.5K	0.02%	458
2026 Q2	$244K	Sell	1,450 -5	-0.3%	-$947	0.02%	504
2026 Q1	$300K	Buy	1,455 +490	+51%	+$111K	0.03%	428
2025 Q4	$207K	Buy	+965	New	+$196K	0.02%	531
2024 Q2	–	Sell	-834	Closed	-$210K	–	546
2024 Q1	$210K	Buy	+834	New	+$185K	0.03%	480
2022 Q3	–	Sell	-3,817	Closed	-$589K	–	482
2022 Q2	$589K	Buy	3,817 +188	+5%	+$31.1K	0.11%	190
2022 Q1	$654K	Sell	3,629 -139	-4%	-$26K	0.13%	170
2021 Q4	$698K	Buy	3,768 +147	+4%	+$26.4K	0.14%	166
2021 Q3	$643K	Buy	3,621 +106	+3%	+$18.9K	0.14%	162
2021 Q2	$614K	Buy	3,515 +372	+12%	+$61.1K	0.14%	164
2021 Q1	$490K	Buy	3,143 +515	+20%	+$77.9K	0.14%	179
2020 Q4	$407K	Buy	+2,628	New	+$367K	0.12%	209

Other funds holding TM

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Wealth Alliance's TM Position: Q3 2026 in Review

Wealth Alliance increased its Toyota (TM) stake by 6.1% in Q3 2026, buying an estimated $16.5K and bringing the position to 1,538 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #458.

Wealth Alliance first reported a position in TM in Q4 2020 and has held it in 12 quarters since. The position peaked at $698K in Q4 2021. 556 funds tracked by Wall St. Rank hold TM as of Q3 2026.

Wealth Alliance held 1,538 shares of Toyota worth $282K as of Q3 2026.
Wealth Alliance bought 88 Toyota shares in Q3 2026, an estimated $16.5K.
Toyota made up 0.02% of Wealth Alliance's portfolio in Q3 2026, its #458 holding.
Wealth Alliance first reported a position in Toyota in Q4 2020 and has held it in 12 quarters since.
Wealth Alliance's Toyota position peaked at $698K in Q4 2021.
556 funds tracked by Wall St. Rank held Toyota as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.