Naviter Wealth’s Toyota TM Stock Holding History

Naviter Wealth’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	$4.92M	Buy	23,893 +1,010	+4%	+$228K	0.62%	33
2025 Q4	$4.9M	Sell	22,883 -1,568	-6%	-$318K	0.64%	29
2025 Q3	$4.67M	Buy	24,451 +569	+2%	+$107K	0.54%	37
2025 Q2	$4.11M	Sell	23,882 -384	-2%	-$69.5K	0.51%	42
2025 Q1	$4.35M	Buy	24,266 +2,147	+10%	+$400K	0.53%	45
2024 Q4	$4.3M	Sell	22,119 -7,818	-26%	-$1.38M	0.52%	42
2024 Q3	$5.35M	Buy	29,937 +2,317	+8%	+$433K	0.74%	31
2024 Q2	$5.66M	Buy	27,620 +1,828	+7%	+$404K	0.85%	22
2024 Q1	$6.49M	Buy	25,792 +1,915	+8%	+$424K	1.06%	20
2023 Q4	$4.38M	Buy	23,877 +4,061	+20%	+$740K	0.88%	27
2023 Q3	$3.56M	Buy	19,816 +440	+2%	+$75.1K	0.86%	24
2023 Q2	$3.11M	Buy	19,376 +3,974	+26%	+$572K	0.79%	24
2023 Q1	$2.18M	Buy	15,402 +638	+4%	+$89.7K	0.76%	25
2022 Q4	$2.16M	Buy	14,764 +1,180	+9%	+$165K	0.59%	36
2022 Q3	$1.77M	Buy	13,584 +1,314	+11%	+$199K	0.72%	24
2022 Q2	$1.89M	Buy	+12,270	New	+$2.03M	0.78%	20

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