Aberdeen Wealth Management’s Toyota TM Stock Holding History

Aberdeen Wealth Management’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
2025 Q2	–	Sell	-1,172	Closed	-$207K	–	169
2025 Q1	$207K	Hold	1,172	–	–	0.14%	140
2024 Q4	$228K	Sell	1,172 -300	-20%	-$52.8K	0.16%	134
2024 Q3	$263K	Sell	1,472 -300	-17%	-$56K	0.17%	133
2024 Q2	$363K	Hold	1,772	–	–	0.25%	104
2024 Q1	$446K	Buy	1,772 +300	+20%	+$66.4K	0.26%	101
2023 Q4	$270K	Sell	1,472 -300	-17%	-$54.7K	0.2%	121
2023 Q3	$319K	Hold	1,772	–	–	0.24%	108
2023 Q2	$285K	Hold	1,772	–	–	0.21%	118
2023 Q1	$251K	Hold	1,772	–	–	0.19%	128
2022 Q4	$242K	Hold	1,772	–	–	0.18%	135
2022 Q3	$231K	Hold	1,772	–	–	0.2%	127
2022 Q2	$273K	Hold	1,772	–	–	0.22%	120
2022 Q1	$319K	Hold	1,772	–	–	0.22%	117
2021 Q4	$328K	Sell	1,772 -215	-11%	-$38.7K	0.21%	111
2021 Q3	$353K	Sell	1,987 -25	-1%	-$4.46K	0.34%	98
2021 Q2	$352K	Hold	2,012	–	–	0.32%	98
2021 Q1	$314K	Hold	2,012	–	–	0.25%	113
2020 Q4	$311K	Hold	2,012	–	–	0.23%	108
2020 Q3	$266K	Sell	2,012 -150	-7%	-$19.5K	0.25%	108
2020 Q2	$272K	Sell	2,162 -520	-19%	-$64.5K	0.29%	98
2020 Q1	$322K	Hold	2,682	–	–	0.39%	77
2019 Q4	$377K	Buy	+2,682	New	+$375K	0.28%	93

Other funds holding TM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Aberdeen Wealth Management's TM Position: Q2 2025 in Review

Aberdeen Wealth Management sold out of Toyota (TM) in Q2 2025, closing a stake of 1,172 shares — an estimated $207K sold.

Aberdeen Wealth Management first reported a position in TM in Q4 2019 and held it in 22 quarters. The position peaked at $446K in Q1 2024. 593 funds tracked by Wall St. Rank hold TM as of Q2 2025.

Aberdeen Wealth Management reported no remaining Toyota position as of Q2 2025 after selling out during the quarter.
Aberdeen Wealth Management sold 1,172 Toyota shares in Q2 2025, an estimated $207K.
Aberdeen Wealth Management first reported a position in Toyota in Q4 2019 and held it in 22 quarters.
Aberdeen Wealth Management's Toyota position peaked at $446K in Q1 2024.
593 funds tracked by Wall St. Rank held Toyota as of Q2 2025.

Based on Aberdeen Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.