Ground Swell Capital’s Toyota TM Stock Holding History

Ground Swell Capital’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	-1,102	Closed	-$211K	–	178
2025 Q3	$211K	Buy	+1,102	New	+$208K	0.46%	89

Other funds holding TM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

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

Ground Swell Capital's TM Position: Q4 2025 in Review

Ground Swell Capital sold out of Toyota (TM) in Q4 2025, closing a stake of 1,102 shares — an estimated $211K sold.

Ground Swell Capital first reported a position in TM in Q3 2025 and held it in 1 quarter. The position peaked at $211K in Q3 2025. 688 funds tracked by Wall St. Rank hold TM as of Q4 2025.

Ground Swell Capital reported no remaining Toyota position as of Q4 2025 after selling out during the quarter.
Ground Swell Capital sold 1,102 Toyota shares in Q4 2025, an estimated $211K.
Ground Swell Capital first reported a position in Toyota in Q3 2025 and held it in 1 quarter.
Ground Swell Capital's Toyota position peaked at $211K in Q3 2025.
688 funds tracked by Wall St. Rank held Toyota as of Q4 2025.

Based on Ground Swell Capital's 13F filing for Q4 2025, filed 4 Feb 2026.