Modera Wealth Management’s Toyota TM Stock Holding History

Modera 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	–	Sell	-1,053	Closed	-$225K	–	675
2025 Q4	$225K	Buy	+1,053	New	+$214K	﹤0.01%	599

Other funds holding TM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Modera Wealth Management's TM Position: Q1 2026 in Review

Modera Wealth Management sold out of Toyota (TM) in Q1 2026, closing a stake of 1,053 shares — an estimated $225K sold.

Modera Wealth Management first reported a position in TM in Q4 2025 and held it in 1 quarter. The position peaked at $225K in Q4 2025. 697 funds tracked by Wall St. Rank hold TM as of Q1 2026.

Modera Wealth Management reported no remaining Toyota position as of Q1 2026 after selling out during the quarter.
Modera Wealth Management sold 1,053 Toyota shares in Q1 2026, an estimated $225K.
Modera Wealth Management first reported a position in Toyota in Q4 2025 and held it in 1 quarter.
Modera Wealth Management's Toyota position peaked at $225K in Q4 2025.
697 funds tracked by Wall St. Rank held Toyota as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.