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Planned Solutions’s Toyota TM Stock Holding History

Planned 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
Q2 		– Sell
-1,225
Closed -$216K – 131
2025
Q1 		$216K Hold
1,225
– – 0.09% 109
2024
Q4 		$238K Buy
1,225
+125
+11% +$22K 0.1% 96
2024
Q3 		$196K Buy
+1,100
New +$205K 0.08% 114
2024
Q2 		– Sell
-895
Closed -$225K – 111
2024
Q1 		$225K Buy
895
+115
+15% +$25.5K 0.11% 84
2023
Q4 		$143K Buy
+780
New +$142K 0.07% 126
2021
Q1 		– Sell
-500
Closed -$77K – 372
2020
Q4 		$77K Buy
+500
New +$69.9K 0.06% 136

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Planned Solutions's TM Position: Q2 2025 in Review

Planned Solutions sold out of Toyota (TM) in Q2 2025, closing a stake of 1,225 shares — an estimated $216K sold.

Planned Solutions first reported a position in TM in Q4 2020 and held it in 6 quarters. The position peaked at $238K in Q4 2024. 593 funds tracked by Wall St. Rank hold TM as of Q2 2025.

  • Planned Solutions reported no remaining Toyota position as of Q2 2025 after selling out during the quarter.
  • Planned Solutions sold 1,225 Toyota shares in Q2 2025, an estimated $216K.
  • Planned Solutions first reported a position in Toyota in Q4 2020 and held it in 6 quarters.
  • Planned Solutions's Toyota position peaked at $238K in Q4 2024.
  • 593 funds tracked by Wall St. Rank held Toyota as of Q2 2025.

Based on Planned Solutions's 13F filing for Q2 2025, filed 29 Jul 2025.