Adero Partners’s Toyota TM Stock Holding History

Adero Partners’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 Q1	$292K	Buy	1,654 +286	+21%	+$53.2K	0.02%	181
2024 Q4	$266K	Buy	+1,368	New	+$241K	0.02%	188

Other funds holding TM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

Adero Partners's TM Position: Q1 2025 in Review

Adero Partners increased its Toyota (TM) stake by 21% in Q1 2025, buying an estimated $53.2K and bringing the position to 1,654 shares worth $292K. The position accounts for 0.02% of the portfolio, ranked #181.

Adero Partners first reported a position in TM in Q4 2024 and has held it in 2 quarters since. 609 funds tracked by Wall St. Rank hold TM as of Q1 2025.

Adero Partners held 1,654 shares of Toyota worth $292K as of Q1 2025.
Adero Partners bought 286 Toyota shares in Q1 2025, an estimated $53.2K.
Toyota made up 0.02% of Adero Partners's portfolio in Q1 2025, its #181 holding.
Adero Partners first reported a position in Toyota in Q4 2024 and has held it in 2 quarters since.
609 funds tracked by Wall St. Rank held Toyota as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.