Wealth Enhancement Advisory Services
TM icon

Wealth Enhancement Advisory Services’s Toyota TM Stock Holding History

Wealth Enhancement Advisory Services’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 		$4.25M Buy
22,853
+2,803
+14% +$526K 0.01% 1199
2026
Q2 		$3.54M Buy
20,050
+13,269
+196% +$2.51M 0.01% 1217
2026
Q1 		$1.4M Sell
6,781
-1,059
-14% -$239K ﹤0.01% 1591
2025
Q4 		$1.69M Buy
7,840
+997
+15% +$202K ﹤0.01% 1603
2025
Q3 		$1.37M Buy
6,843
+533
+8% +$100K ﹤0.01% 1665
2025
Q2 		$1.1M Buy
6,310
+461
+8% +$83.4K ﹤0.01% 1692
2025
Q1 		$1.03M Buy
5,849
+411
+8% +$76.5K ﹤0.01% 1586
2024
Q4 		$1.06M Buy
5,438
+671
+14% +$118K ﹤0.01% 1507
2024
Q3 		$851K Buy
4,767
+79
+2% +$14.8K ﹤0.01% 1487
2024
Q2 		$961K Buy
4,688
+421
+10% +$93.1K ﹤0.01% 1302
2024
Q1 		$1.07M Buy
4,267
+502
+13% +$111K ﹤0.01% 1210
2023
Q4 		$690K Buy
3,765
+533
+16% +$97.2K ﹤0.01% 1328
2023
Q3 		$581K Buy
+3,232
New +$552K ﹤0.01% 1348

Other funds holding TM

Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
Cardinal Capital Management Inc (North Carolina)
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return
Apricus Wealth
Apricus Wealth Beaufort, South Carolina $222M AUM 24.78% 1-Year Est. Return

Wealth Enhancement Advisory Services's TM Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Toyota (TM) stake by 14% in Q3 2026, buying an estimated $526K and bringing the position to 22,853 shares worth $4.25M. The position accounts for 0.01% of the portfolio, ranked #1199.

Wealth Enhancement Advisory Services first reported a position in TM in Q3 2023 and has held it in 13 quarters since. 185 funds tracked by Wall St. Rank hold TM as of Q3 2026.

  • Wealth Enhancement Advisory Services held 22,853 shares of Toyota worth $4.25M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 2,803 Toyota shares in Q3 2026, an estimated $526K.
  • Toyota made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1199 holding.
  • Wealth Enhancement Advisory Services first reported a position in Toyota in Q3 2023 and has held it in 13 quarters since.
  • 185 funds tracked by Wall St. Rank held Toyota as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.