Harbor Investment Advisory’s Toyota TM Stock Holding History

Harbor Investment Advisory’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 Q2	$16.5K	Hold	98	–	–	﹤0.01%	979
2026 Q1	$20.2K	Hold	98	–	–	﹤0.01%	788
2025 Q4	$21K	Buy	98 +23	+31%	+$4.67K	﹤0.01%	816
2025 Q3	$14.3K	Hold	75	–	–	﹤0.01%	844
2025 Q2	$12.9K	Hold	75	–	–	﹤0.01%	847
2025 Q1	$13.2K	Hold	75	–	–	﹤0.01%	820
2024 Q4	$14.6K	Hold	75	–	–	﹤0.01%	801
2024 Q3	$13.4K	Hold	75	–	–	﹤0.01%	814
2024 Q2	$15.4K	Sell	75 -6	-7%	-$1.33K	﹤0.01%	778
2024 Q1	$20.4K	Buy	81 +6	+8%	+$1.33K	﹤0.01%	735
2023 Q4	$13.8K	Hold	75	–	–	﹤0.01%	785
2023 Q3	$13.5K	Hold	75	–	–	﹤0.01%	756
2023 Q2	$12.1K	Hold	75	–	–	﹤0.01%	993
2023 Q1	$10.6K	Hold	75	–	–	﹤0.01%	1022
2022 Q4	$10.2K	Hold	75	–	–	﹤0.01%	1010
2022 Q3	$10K	Hold	75	–	–	﹤0.01%	1045
2022 Q2	$12K	Hold	75	–	–	﹤0.01%	1006
2022 Q1	$14K	Hold	75	–	–	﹤0.01%	1007
2021 Q4	$14K	Hold	75	–	–	﹤0.01%	1009
2021 Q3	$13K	Hold	75	–	–	﹤0.01%	1018
2021 Q2	$13K	Hold	75	–	–	﹤0.01%	976
2021 Q1	$12K	Buy	+75	New	+$11.3K	﹤0.01%	957
2020 Q1	–	Sell	-1	Closed	–	–	1184
2019 Q4	$0	Buy	+1	New	+$140	﹤0.01%	981

Other funds holding TM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

Alliance Private Wealth North Reading, Massachusetts $288M AUM

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return