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Global Wealth Strategies & Associates’s Toyota TM Stock Holding History

Global Wealth Strategies & Associates’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
-3
Closed -$573 – 594
2025
Q3 		$573 Buy
+3
New +$565 ﹤0.01% 443

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Global Wealth Strategies & Associates's TM Position: Q4 2025 in Review

Global Wealth Strategies & Associates sold out of Toyota (TM) in Q4 2025, closing a stake of 3 shares — an estimated $573 sold.

Global Wealth Strategies & Associates first reported a position in TM in Q3 2025 and held it in 1 quarter. The position peaked at $573 in Q3 2025. 688 funds tracked by Wall St. Rank hold TM as of Q4 2025.

  • Global Wealth Strategies & Associates reported no remaining Toyota position as of Q4 2025 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 3 Toyota shares in Q4 2025, an estimated $573.
  • Global Wealth Strategies & Associates first reported a position in Toyota in Q3 2025 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's Toyota position peaked at $573 in Q3 2025.
  • 688 funds tracked by Wall St. Rank held Toyota as of Q4 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q4 2025, filed 2 Jan 2026.