Wealthspire Advisors (New York)’s Toyota TM Stock Holding History

Wealthspire Advisors (New York)’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 Q1	–	Sell	-1,629	Closed	-$349K	–	1089
2025 Q4	$349K	Buy	1,629 +942	+137%	+$191K	﹤0.01%	742
2025 Q3	$131K	Buy	+687	New	+$129K	﹤0.01%	922
2023 Q1	–	Sell	-2,316	Closed	-$316K	–	595
2022 Q4	$316K	Buy	+2,316	New	+$323K	0.01%	448
2021 Q4	–	Sell	-2,016	Closed	-$358K	–	623
2021 Q3	$358K	Buy	+2,016	New	+$360K	0.01%	427
2019 Q1	–	Sell	-672	Closed	-$78K	–	715
2018 Q4	$78K	Buy	+672	New	+$79.6K	0.01%	133

Other funds holding TM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Wealthspire Advisors (New York)'s TM Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Toyota (TM) in Q1 2026, closing a stake of 1,629 shares — an estimated $349K sold.

Wealthspire Advisors (New York) first reported a position in TM in Q4 2018 and held it in 5 quarters. The position peaked at $358K in Q3 2021. 697 funds tracked by Wall St. Rank hold TM as of Q1 2026.

Wealthspire Advisors (New York) reported no remaining Toyota position as of Q1 2026 after selling out during the quarter.
Wealthspire Advisors (New York) sold 1,629 Toyota shares in Q1 2026, an estimated $349K.
Wealthspire Advisors (New York) first reported a position in Toyota in Q4 2018 and held it in 5 quarters.
Wealthspire Advisors (New York)'s Toyota position peaked at $358K in Q3 2021.
697 funds tracked by Wall St. Rank held Toyota as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.