AllSquare Wealth Management’s Toyota TM Stock Holding History

AllSquare 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 Q3	$10.1K	Hold	53	–	–	0.01%	386
2025 Q2	$9.13K	Hold	53	–	–	0.01%	387
2025 Q1	$9.36K	Hold	53	–	–	0.01%	382
2024 Q4	$10.3K	Hold	53	–	–	0.01%	376
2024 Q3	$9.46K	Hold	53	–	–	0.01%	388
2024 Q2	$10.9K	Hold	53	–	–	0.01%	364
2024 Q1	$13.3K	Hold	53	–	–	0.01%	348
2023 Q4	$9.72K	Hold	53	–	–	0.01%	372
2023 Q3	$9.53K	Hold	53	–	–	0.01%	371
2023 Q2	$7.3K	Hold	53	–	–	﹤0.01%	413
2023 Q1	$7.51K	Hold	53	–	–	﹤0.01%	403
2022 Q4	$7.24K	Hold	53	–	–	0.01%	391
2022 Q3	$7K	Hold	53	–	–	0.01%	397
2022 Q2	$8K	Hold	53	–	–	0.01%	392
2022 Q1	$10K	Hold	53	–	–	0.01%	385
2021 Q4	$10K	Hold	53	–	–	0.01%	387
2021 Q3	$9K	Hold	53	–	–	0.01%	380
2021 Q2	$9K	Hold	53	–	–	0.01%	398
2021 Q1	$8K	Hold	53	–	–	﹤0.01%	399
2020 Q4	$8K	Buy	+53	New	+$7.41K	0.01%	367
2015 Q3	–	Sell	-14	Closed	-$2K	–	328
2015 Q2	$2K	Hold	14	–	–	﹤0.01%	307
2015 Q1	$2K	Sell	14 -11	-44%	-$1.47K	﹤0.01%	303
2014 Q4	$3K	Buy	+25	New	+$3K	﹤0.01%	290

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

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

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

AllSquare Wealth Management's TM Position: Q3 2025 in Review

AllSquare Wealth Management held its Toyota (TM) position steady in Q3 2025 at 53 shares worth $10.1K. The position accounts for 0.01% of the portfolio, ranked #386.

AllSquare Wealth Management first reported a position in TM in Q4 2014 and has held it in 23 quarters since. The position peaked at $13.3K in Q1 2024. 624 funds tracked by Wall St. Rank hold TM as of Q3 2025.

AllSquare Wealth Management held 53 shares of Toyota worth $10.1K as of Q3 2025.
AllSquare Wealth Management left its Toyota share count unchanged in Q3 2025.
Toyota made up 0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #386 holding.
AllSquare Wealth Management first reported a position in Toyota in Q4 2014 and has held it in 23 quarters since.
AllSquare Wealth Management's Toyota position peaked at $13.3K in Q1 2024.
624 funds tracked by Wall St. Rank held Toyota as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.