Heartwood Wealth Advisors’s Toyota TM Stock Holding History

Heartwood Wealth 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
2025 Q4	–	Sell	-700	Closed	-$134K	–	552
2025 Q3	$134K	Buy	+700	New	+$132K	0.01%	230

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

Heartwood Wealth Advisors's TM Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Toyota (TM) in Q4 2025, closing a stake of 700 shares — an estimated $134K sold.

Heartwood Wealth Advisors first reported a position in TM in Q3 2025 and held it in 1 quarter. The position peaked at $134K in Q3 2025. 688 funds tracked by Wall St. Rank hold TM as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Toyota position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 700 Toyota shares in Q4 2025, an estimated $134K.
Heartwood Wealth Advisors first reported a position in Toyota in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Toyota position peaked at $134K in Q3 2025.
688 funds tracked by Wall St. Rank held Toyota as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.