Aaron Wealth Advisors’s Toyota TM Stock Holding History

Aaron Wealth 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 Q1	$2.39M	Buy	11,607 +2,002	+21%	+$452K	0.14%	89
2025 Q4	$2.06M	Buy	9,605 +1,905	+25%	+$386K	0.11%	124
2025 Q3	$1.47M	Sell	7,700 -402	-5%	-$75.8K	0.09%	160
2025 Q2	$1.4M	Buy	8,102 +167	+2%	+$30.2K	0.14%	102
2025 Q1	$1.4M	Buy	7,935 +411	+5%	+$76.5K	0.16%	90
2024 Q4	$1.46M	Buy	7,524 +677	+10%	+$119K	0.17%	77
2024 Q3	$1.22M	Buy	6,847 +1,214	+22%	+$227K	0.15%	93
2024 Q2	$1.15M	Buy	5,633 +438	+8%	+$96.9K	0.16%	85
2024 Q1	$1.31M	Buy	5,195 +2,175	+72%	+$481K	0.19%	73
2023 Q4	$554K	Buy	3,020 +231	+8%	+$42.1K	0.09%	133
2023 Q3	$501K	Buy	2,789 +255	+10%	+$43.5K	0.06%	148
2023 Q2	$407K	Buy	2,534 +188	+8%	+$27.1K	0.05%	178
2023 Q1	$332K	Buy	2,346 +781	+50%	+$110K	0.05%	194
2022 Q4	$214K	Buy	+1,565	New	+$218K	0.03%	229
2022 Q2	–	Sell	-201,699	Closed	-$1.12M	–	788
2022 Q1	$1.12M	Buy	+201,699	New	+$37.7M	0.02%	336

Other funds holding TM

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

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

American Century Companies

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

Stifel Financial

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

Natixis Advisors

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