HB Wealth Management’s Toyota TM Stock Holding History

HB Wealth Management’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	$763K	Sell	3,700 -312	-8%	-$70.5K	﹤0.01%	783
2025 Q4	$859K	Buy	4,012 +409	+11%	+$83K	0.01%	686
2025 Q3	$689K	Buy	3,603 +1,116	+45%	+$210K	﹤0.01%	722
2025 Q2	$428K	Buy	2,487 +379	+18%	+$68.6K	﹤0.01%	801
2025 Q1	$372K	Buy	2,108 +479	+29%	+$89.1K	﹤0.01%	880
2024 Q4	$317K	Buy	1,629 +303	+23%	+$53.3K	﹤0.01%	792
2024 Q3	$237K	Sell	1,326 -77	-5%	-$14.4K	﹤0.01%	834
2024 Q2	$288K	Sell	1,403 -31	-2%	-$6.86K	﹤0.01%	726
2024 Q1	$361K	Buy	1,434 +278	+24%	+$61.5K	﹤0.01%	595
2023 Q4	$212K	Buy	+1,156	New	+$211K	﹤0.01%	722

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 $761B 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 $5.7T 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