Orion Capital Management’s Toyota TM Stock Holding History

Orion Capital 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	$5.36K	Hold	26	–	–	﹤0.01%	399
2025 Q4	$5.57K	Hold	26	–	–	﹤0.01%	423
2025 Q3	$4.97K	Hold	26	–	–	﹤0.01%	440
2025 Q2	$4.48K	Hold	26	–	–	﹤0.01%	412
2025 Q1	$4.59K	Hold	26	–	–	﹤0.01%	396
2024 Q4	$5.06K	Buy	+26	New	+$4.57K	﹤0.01%	399
2022 Q2	–	Sell	-116	Closed	-$21K	–	442
2022 Q1	$21K	Buy	+116	New	+$21.7K	0.01%	269

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