HighMark Wealth Management’s Toyota TM Stock Holding History

HighMark 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	$3.97K	Buy	19 +5	+36%	+$1.13K	﹤0.01%	405
2025 Q4	$3.06K	Hold	14	–	–	﹤0.01%	453
2025 Q3	$2.7K	Hold	14	–	–	﹤0.01%	464
2025 Q2	$2.43K	Hold	14	–	–	﹤0.01%	472
2025 Q1	$2.47K	Buy	14 +1	+8%	+$186	﹤0.01%	432
2024 Q4	$2.53K	Buy	+13	New	+$2.29K	﹤0.01%	442
2022 Q1	–	Sell	-18	Closed	-$3K	–	540
2021 Q4	$3K	Hold	18	–	–	﹤0.01%	420
2021 Q3	$3K	Sell	18 -2	-10%	-$357	﹤0.01%	427
2021 Q2	$3K	Sell	20 -7	-26%	-$1.15K	﹤0.01%	431
2021 Q1	$4K	Sell	27 -5	-16%	-$756	﹤0.01%	374
2020 Q4	$5K	Hold	32	–	–	﹤0.01%	340
2020 Q3	$4K	Hold	32	–	–	﹤0.01%	355
2020 Q2	$4K	Buy	32 +3	+10%	+$372	﹤0.01%	343
2020 Q1	$3K	Sell	29 -2	-6%	-$267	﹤0.01%	281
2019 Q4	$4K	Buy	+31	New	+$4.33K	﹤0.01%	308

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