Kovitz Investment Group Partners
TM icon

Kovitz Investment Group Partners’s Toyota TM Stock Holding History

Kovitz Investment Group Partners’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
-1,482
Closed -$283K – 1238
2025
Q3 		$283K Buy
1,482
+96
+7% +$18.1K ﹤0.01% 1221
2025
Q2 		$239K Buy
1,386
+40
+3% +$7.24K ﹤0.01% 1218
2025
Q1 		$238K Buy
1,346
+71
+6% +$13.2K ﹤0.01% 1124
2024
Q4 		$248K Buy
+1,275
New +$224K ﹤0.01% 1101

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Stifel Financial
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

Kovitz Investment Group Partners's TM Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Toyota (TM) in Q4 2025, closing a stake of 1,482 shares — an estimated $283K sold.

Kovitz Investment Group Partners first reported a position in TM in Q4 2024 and held it in 4 quarters. The position peaked at $283K in Q3 2025. 686 funds tracked by Wall St. Rank hold TM as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Toyota position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 1,482 Toyota shares in Q4 2025, an estimated $283K.
  • Kovitz Investment Group Partners first reported a position in Toyota in Q4 2024 and held it in 4 quarters.
  • Kovitz Investment Group Partners's Toyota position peaked at $283K in Q3 2025.
  • 686 funds tracked by Wall St. Rank held Toyota as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.