Continuum Advisory’s Toyota TM Stock Holding History

Continuum Advisory’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	-145	Closed	-$25.6K	–	1457
2025 Q1	$25.6K	Sell	145 -21	-13%	-$3.91K	﹤0.01%	814
2024 Q4	$32.3K	Hold	166	–	–	﹤0.01%	751
2024 Q3	$28.8K	Hold	166	–	–	﹤0.01%	765
2024 Q2	$34K	Sell	166 -2	-1%	-$442	﹤0.01%	684
2024 Q1	$38.2K	Buy	+168	New	+$37.2K	0.01%	653

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

Continuum Advisory's TM Position: Q2 2025 in Review

Continuum Advisory sold out of Toyota (TM) in Q2 2025, closing a stake of 145 shares — an estimated $25.6K sold.

Continuum Advisory first reported a position in TM in Q1 2024 and held it in 5 quarters. The position peaked at $38.2K in Q1 2024. 593 funds tracked by Wall St. Rank hold TM as of Q2 2025.

Continuum Advisory reported no remaining Toyota position as of Q2 2025 after selling out during the quarter.
Continuum Advisory sold 145 Toyota shares in Q2 2025, an estimated $25.6K.
Continuum Advisory first reported a position in Toyota in Q1 2024 and held it in 5 quarters.
Continuum Advisory's Toyota position peaked at $38.2K in Q1 2024.
593 funds tracked by Wall St. Rank held Toyota as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.