Kiley Juergens Wealth Management’s Toyota TM Stock Holding History

Kiley Juergens 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
2025 Q3	–	Sell	-11,203	Closed	-$1.93M	–	81
2025 Q2	$1.93M	Buy	+11,203	New	+$2.03M	0.45%	41
2018 Q4	–	Sell	-1,449	Closed	-$180K	–	583
2018 Q3	$180K	Buy	1,449 +478	+49%	+$60.4K	0.13%	108
2018 Q2	$125K	Buy	+971	New	+$128K	0.11%	115
2018 Q1	–	Sell	-762	Closed	-$96K	–	546
2017 Q4	$96K	Buy	+762	New	+$95K	0.09%	134

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Kiley Juergens Wealth Management's TM Position: Q3 2025 in Review

Kiley Juergens Wealth Management sold out of Toyota (TM) in Q3 2025, closing a stake of 11,203 shares — an estimated $1.93M sold.

Kiley Juergens Wealth Management first reported a position in TM in Q4 2017 and held it in 4 quarters. The position peaked at $1.93M in Q2 2025. 625 funds tracked by Wall St. Rank hold TM as of Q3 2025.

Kiley Juergens Wealth Management reported no remaining Toyota position as of Q3 2025 after selling out during the quarter.
Kiley Juergens Wealth Management sold 11,203 Toyota shares in Q3 2025, an estimated $1.93M.
Kiley Juergens Wealth Management first reported a position in Toyota in Q4 2017 and held it in 4 quarters.
Kiley Juergens Wealth Management's Toyota position peaked at $1.93M in Q2 2025.
625 funds tracked by Wall St. Rank held Toyota as of Q3 2025.

Based on Kiley Juergens Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.