GHP Investment Advisors’s Toyota TM Stock Holding History

GHP Investment 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	$3.5K	Buy	17 +9	+113%	+$2.03K	﹤0.01%	951
2025 Q4	$1.71K	Hold	8	–	–	﹤0.01%	896
2025 Q3	$1.53K	Hold	8	–	–	﹤0.01%	863
2025 Q2	$1.38K	Hold	8	–	–	﹤0.01%	869
2025 Q1	$1.41K	Hold	8	–	–	﹤0.01%	864
2024 Q4	$1.56K	Sell	8 -42	-84%	-$7.39K	﹤0.01%	900
2024 Q3	$8.93K	Buy	50 +42	+525%	+$7.84K	﹤0.01%	731
2024 Q2	$1.64K	Hold	8	–	–	﹤0.01%	872
2024 Q1	$2.01K	Hold	8	–	–	﹤0.01%	756
2023 Q4	$1.47K	Hold	8	–	–	﹤0.01%	776
2023 Q3	$1.42K	Hold	8	–	–	﹤0.01%	864
2023 Q2	$1.34K	Hold	8	–	–	﹤0.01%	857
2023 Q1	$1.13K	Hold	8	–	–	﹤0.01%	854
2022 Q4	$1.09K	Hold	8	–	–	﹤0.01%	863
2022 Q3	$1K	Hold	8	–	–	﹤0.01%	880
2022 Q2	$1K	Hold	8	–	–	﹤0.01%	896
2022 Q1	$1K	Buy	+8	New	+$1.5K	﹤0.01%	927
2017 Q2	–	Sell	-2,000	Closed	-$217K	–	304
2017 Q1	$217K	Buy	+2,000	New	+$230K	0.04%	283

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