EP Wealth Advisors’s Toyota TM Stock Holding History

EP Wealth Advisors’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	$751K	Buy	3,644 +305	+9%	+$68.9K	﹤0.01%	736
2025 Q4	$715K	Buy	+3,339	New	+$677K	﹤0.01%	722
2025 Q2	$483K	Buy	2,805 +420	+18%	+$76K	﹤0.01%	793
2025 Q1	$421K	Sell	2,385 -201	-8%	-$37.4K	﹤0.01%	767
2024 Q4	$503K	Sell	2,586 -311	-11%	-$54.7K	﹤0.01%	693
2024 Q3	$517K	Buy	2,897 +660	+30%	+$123K	﹤0.01%	685
2024 Q2	$459K	Buy	2,237 +176	+9%	+$38.9K	﹤0.01%	557
2024 Q1	$519K	Buy	2,061 +302	+17%	+$66.8K	0.01%	506
2023 Q4	$322K	Sell	1,759 -542	-24%	-$98.8K	﹤0.01%	598
2023 Q3	$414K	Sell	2,301 -17,333	-88%	-$2.96M	0.01%	495
2023 Q2	$277K	Buy	+19,634	New	+$2.83M	﹤0.01%	579

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 $871B 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 $5.72T 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