Position in TM
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,619,189
-$657,281 QoQ
Shares Held
9,614
-13.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#146
of 639 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TM Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $56,397,411 across 8 Auto Manufacturers names. TM ranks #4 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
112,891 | $47,481,954 | |
| 2 | GM |
General Motors Co
|
47,955 | $3,696,371 | |
| 3 | F |
Ford Motor Co
|
160,593 | $2,232,242 | |
| 4 | TM |
Toyota Motor Corp/
This page
|
9,614 | $1,619,189 | |
| 5 | RACE |
Ferrari N.V.
|
1,412 | $525,673 | |
| 6 | HMC |
Honda Motor Co Ltd
|
16,924 | $458,809 | |
| 7 | RIVN |
Rivian Automotive, Inc. / DE
|
19,037 | $330,291 | |
| 8 | NIO |
NIO Inc.
|
10,451 | $52,882 |
All Filings in TM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,619,189 | 9,614 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $2,276,470 | 11,046 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,351,449 | 10,985 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,161,636 | 6,079 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,071,112 | 6,218 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $1,356,103 | 7,682 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,509,784 | 7,758 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,291,953 | 7,235 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,447,293 | 7,061 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,889,110 | 7,506 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,427,246 | 7,783 | Shares | Defined | 2024-02-14 | |
| 2022-12-31 | $6,814,249 | 49,892 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $6,547,072 | 50,250 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $8,678,075 | 56,289 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $10,109,141 | 56,084 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $9,746,594 | 52,599 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $9,495,938 | 53,423 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $9,088,008 | 51,979 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $7,655,679 | 49,056 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $5,907,665 | 38,220 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $4,920,675 | 37,154 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $5,140,277 | 40,916 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $4,941,100 | 41,193 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||