Coldstream Capital Management’s Toyota TM Stock Holding History

Coldstream Capital 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 Q1	$699K	Sell	3,392 -120	-3%	-$27.1K	0.01%	581
2025 Q4	$752K	Buy	3,512 +88	+3%	+$17.9K	0.01%	547
2025 Q3	$654K	Buy	3,424 +327	+11%	+$61.6K	0.01%	621
2025 Q2	$533K	Sell	3,097 -64	-2%	-$11.6K	0.01%	627
2025 Q1	$558K	Buy	3,161 +117	+4%	+$21.8K	0.01%	562
2024 Q4	$592K	Buy	3,044 +433	+17%	+$76.2K	0.01%	536
2024 Q3	$466K	Buy	2,611 +526	+25%	+$98.3K	0.01%	636
2024 Q2	$427K	Buy	2,085 +267	+15%	+$59.1K	0.01%	611
2024 Q1	$458K	Buy	1,818 +469	+35%	+$104K	0.01%	591
2023 Q4	$247K	Buy	+1,349	New	+$246K	0.01%	795

Other funds holding TM

Fisher Asset Management

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Stifel Financial

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

Natixis Advisors

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