Abound Wealth Management’s Toyota TM Stock Holding History

Abound 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
2026 Q2	$7.41K	Hold	44	–	–	﹤0.01%	529
2026 Q1	$9.07K	Sell	44 -7	-14%	-$1.58K	﹤0.01%	572
2025 Q4	$10.9K	Buy	51 +38	+292%	+$7.71K	﹤0.01%	492
2025 Q3	$2.48K	Buy	13 +7	+117%	+$1.32K	﹤0.01%	775
2025 Q2	$1.03K	Buy	+6	New	+$1.08K	﹤0.01%	799
2024 Q3	–	Sell	-6	Closed	-$1.23K	–	1345
2024 Q2	$1.23K	Buy	+6	New	+$1.33K	﹤0.01%	700

Other funds holding TM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

Alliance Private Wealth North Reading, Massachusetts $288M AUM

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return