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Wealth Group’s Toyota TM Stock Holding History

Wealth Group’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 		$795K Buy
4,722
+2,517
+114% +$477K 0.2% 67
2026
Q1 		$454K Hold
2,205
– – 0.42% 51
2025
Q4 		$472K Buy
+2,205
New +$447K 0.46% 49
2025
Q2 		$384K Buy
2,227
+222
+11% +$40.2K 0.38% 58
2025
Q1 		$354K Buy
2,005
+597
+42% +$111K 0.23% 92
2024
Q4 		$274K Buy
1,408
+228
+19% +$40.1K 0.18% 132
2024
Q3 		$211K Sell
1,180
-82
-6% -$15.3K 0.14% 142
2024
Q2 		$259K Sell
1,262
-2
-0.2% -$442 0.19% 125
2024
Q1 		$318K Buy
+1,264
New +$280K 0.24% 109

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

Wealth Group's TM Position: Q2 2026 in Review

Wealth Group increased its Toyota (TM) stake by 114% in Q2 2026, buying an estimated $477K and bringing the position to 4,722 shares worth $795K. The position accounts for 0.2% of the portfolio, ranked #67.

Wealth Group first reported a position in TM in Q1 2024 and has held it in 9 quarters since. 642 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Wealth Group held 4,722 shares of Toyota worth $795K as of Q2 2026.
  • Wealth Group bought 2,517 Toyota shares in Q2 2026, an estimated $477K.
  • Toyota made up 0.2% of Wealth Group's portfolio in Q2 2026, its #67 holding.
  • Wealth Group first reported a position in Toyota in Q1 2024 and has held it in 9 quarters since.
  • 642 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.