Moran Wealth Management’s Toyota TM Stock Holding History

Moran 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	$7.56M	Buy	36,699 +6,086	+20%	+$1.38M	0.23%	146
2025 Q4	$6.55M	Buy	30,613 +11,504	+60%	+$2.33M	0.2%	155
2025 Q3	$3.65M	Buy	19,109 +1,212	+7%	+$228K	0.11%	218
2025 Q2	$3.08M	Buy	17,897 +1,113	+7%	+$201K	0.1%	249
2025 Q1	$2.96M	Sell	16,784 -217	-1%	-$40.4K	0.1%	238
2024 Q4	$3.31M	Sell	17,001 -10,432	-38%	-$1.84M	0.11%	217
2024 Q3	$4.9M	Buy	27,433 +10,545	+62%	+$1.97M	0.15%	171
2024 Q2	$3.46M	Buy	16,888 +493	+3%	+$109K	0.11%	203
2024 Q1	$4.13M	Sell	16,395 -3,113	-16%	-$689K	0.13%	191
2023 Q4	$3.58M	Buy	+19,508	New	+$3.56M	0.13%	196

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 $871B 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 $5.72T 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