Westover Capital Advisors’s Toyota TM Stock Holding History

Westover Capital 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	$378K	Hold	2,245	–	–	0.06%	184
2026 Q1	$463K	Hold	2,245	–	–	0.09%	151
2025 Q4	$481K	Hold	2,245	–	–	0.09%	156
2025 Q3	$429K	Hold	2,245	–	–	0.08%	158
2025 Q2	$387K	Hold	2,245	–	–	0.08%	168
2025 Q1	$396K	Hold	2,245	–	–	0.09%	162
2024 Q4	$437K	Hold	2,245	–	–	0.1%	157
2024 Q3	$401K	Hold	2,245	–	–	0.08%	171
2024 Q2	$460K	Hold	2,245	–	–	0.12%	134
2024 Q1	$565K	Hold	2,245	–	–	0.17%	105
2023 Q4	$412K	Hold	2,245	–	–	0.13%	111
2023 Q3	$404K	Hold	2,245	–	–	0.15%	112
2023 Q2	$361K	Hold	2,245	–	–	0.13%	119
2023 Q1	$318K	Hold	2,245	–	–	0.12%	127
2022 Q4	$307K	Hold	2,245	–	–	0.12%	118
2022 Q3	$293K	Buy	2,245 +600	+36%	+$91K	0.11%	121
2022 Q2	$254K	Hold	1,645	–	–	0.09%	138
2022 Q1	$297K	Hold	1,645	–	–	0.09%	142
2021 Q4	$305K	Hold	1,645	–	–	0.09%	147
2021 Q3	$292K	Hold	1,645	–	–	0.09%	144
2021 Q2	$288K	Hold	1,645	–	–	0.09%	145
2021 Q1	$257K	Hold	1,645	–	–	0.09%	147
2020 Q4	$254K	Hold	1,645	–	–	0.09%	131
2020 Q3	$218K	Buy	+1,645	New	+$214K	0.09%	128

Other funds holding TM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Westover Capital Advisors's TM Position: Q2 2026 in Review

Westover Capital Advisors held its Toyota (TM) position steady in Q2 2026 at 2,245 shares worth $378K. The position accounts for 0.06% of the portfolio, ranked #184.

Westover Capital Advisors first reported a position in TM in Q3 2020 and has held it in 24 quarters since. The position peaked at $565K in Q1 2024. 640 funds tracked by Wall St. Rank hold TM as of Q2 2026.

Westover Capital Advisors held 2,245 shares of Toyota worth $378K as of Q2 2026.
Westover Capital Advisors left its Toyota share count unchanged in Q2 2026.
Toyota made up 0.06% of Westover Capital Advisors's portfolio in Q2 2026, its #184 holding.
Westover Capital Advisors first reported a position in Toyota in Q3 2020 and has held it in 24 quarters since.
Westover Capital Advisors's Toyota position peaked at $565K in Q1 2024.
640 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.