Orion Portfolio Solutions’s Toyota TM Stock Holding History

Orion Portfolio Solutions’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 Q1	$3.15M	Buy	17,862 +992	+6%	+$185K	0.03%	509
2024 Q4	$3.28M	Buy	16,870 +1,341	+9%	+$236K	0.03%	469
2024 Q3	$2.77M	Buy	15,529 +393	+3%	+$73.4K	0.03%	535
2024 Q2	$3.1M	Sell	15,136 -51	-0.3%	-$11.3K	0.03%	465
2024 Q1	$3.82M	Buy	15,187 +1,824	+14%	+$404K	0.04%	397
2023 Q4	$2.51M	Sell	13,363 -724	-5%	-$132K	0.03%	532
2023 Q3	$2.53M	Buy	14,087 +3,083	+28%	+$526K	0.03%	513
2023 Q2	$1.77M	Buy	11,004 +223	+2%	+$32.1K	0.02%	714
2023 Q1	$1.53M	Buy	+10,781	New	+$1.52M	0.02%	700
2020 Q2	–	Sell	-4	Closed	–	–	2463
2020 Q1	$0	Sell	4 -53	-93%	-$7.08K	﹤0.01%	2301
2019 Q4	$8K	Buy	+57	New	+$7.96K	﹤0.01%	1108

Other funds holding TM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Orion Portfolio Solutions's TM Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Toyota (TM) stake by 5.9% in Q1 2025, buying an estimated $185K and bringing the position to 17,862 shares worth $3.15M. The position accounts for 0.03% of the portfolio, ranked #509.

Orion Portfolio Solutions first reported a position in TM in Q4 2019 and has held it in 11 quarters since. The position peaked at $3.82M in Q1 2024. 609 funds tracked by Wall St. Rank hold TM as of Q1 2025.

Orion Portfolio Solutions held 17,862 shares of Toyota worth $3.15M as of Q1 2025.
Orion Portfolio Solutions bought 992 Toyota shares in Q1 2025, an estimated $185K.
Toyota made up 0.03% of Orion Portfolio Solutions's portfolio in Q1 2025, its #509 holding.
Orion Portfolio Solutions first reported a position in Toyota in Q4 2019 and has held it in 11 quarters since.
Orion Portfolio Solutions's Toyota position peaked at $3.82M in Q1 2024.
609 funds tracked by Wall St. Rank held Toyota as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.