Fortitude Family Office’s Toyota TM Stock Holding History

Fortitude Family Office’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 Q4	–	Sell	-24	Closed	-$4.59K	–	2123
2025 Q3	$4.59K	Sell	24 -26	-52%	-$4.9K	﹤0.01%	841
2025 Q2	$8.61K	Buy	50 +26	+108%	+$4.7K	﹤0.01%	605
2025 Q1	$4.24K	Hold	24	–	–	﹤0.01%	767
2024 Q4	$4.67K	Hold	24	–	–	﹤0.01%	862
2024 Q3	$4.29K	Hold	24	–	–	﹤0.01%	831
2024 Q2	$4.92K	Hold	24	–	–	﹤0.01%	595
2024 Q1	$6.04K	Hold	24	–	–	﹤0.01%	527
2023 Q4	$4.4K	Buy	+24	New	+$4.38K	﹤0.01%	721

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Fortitude Family Office's TM Position: Q4 2025 in Review

Fortitude Family Office sold out of Toyota (TM) in Q4 2025, closing a stake of 24 shares — an estimated $4.59K sold.

Fortitude Family Office first reported a position in TM in Q4 2023 and held it in 8 quarters. The position peaked at $8.61K in Q2 2025. 684 funds tracked by Wall St. Rank hold TM as of Q4 2025.

Fortitude Family Office reported no remaining Toyota position as of Q4 2025 after selling out during the quarter.
Fortitude Family Office sold 24 Toyota shares in Q4 2025, an estimated $4.59K.
Fortitude Family Office first reported a position in Toyota in Q4 2023 and held it in 8 quarters.
Fortitude Family Office's Toyota position peaked at $8.61K in Q2 2025.
684 funds tracked by Wall St. Rank held Toyota as of Q4 2025.

Based on Fortitude Family Office's 13F filing for Q4 2025, filed 15 Jan 2026.