Cherry Tree Wealth Management’s Toyota TM Stock Holding History

Cherry Tree 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	-15	Closed	-$2.65K	–	744
2025 Q1	$2.65K	Buy	+15	New	+$2.79K	﹤0.01%	604
2024 Q2	–	Sell	-13	Closed	-$3.27K	–	623
2024 Q1	$3.27K	Buy	+13	New	+$2.88K	﹤0.01%	470

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

Cherry Tree Wealth Management's TM Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Toyota (TM) in Q2 2025, closing a stake of 15 shares — an estimated $2.65K sold.

Cherry Tree Wealth Management first reported a position in TM in Q1 2024 and held it in 2 quarters. The position peaked at $3.27K in Q1 2024. 593 funds tracked by Wall St. Rank hold TM as of Q2 2025.

Cherry Tree Wealth Management reported no remaining Toyota position as of Q2 2025 after selling out during the quarter.
Cherry Tree Wealth Management sold 15 Toyota shares in Q2 2025, an estimated $2.65K.
Cherry Tree Wealth Management first reported a position in Toyota in Q1 2024 and held it in 2 quarters.
Cherry Tree Wealth Management's Toyota position peaked at $3.27K in Q1 2024.
593 funds tracked by Wall St. Rank held Toyota as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.