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Private Advisory Group’s Toyota TM Stock Holding History

Private Advisory Group’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
-33,500
Closed -$5.91M – 249
2025
Q1 		$5.91M Buy
33,500
+3,509
+12% +$653K 0.66% 48
2024
Q4 		$5.84M Buy
29,991
+1,158
+4% +$204K 0.65% 40
2024
Q3 		$5.15M Buy
28,833
+456
+2% +$85.2K 0.61% 42
2024
Q2 		$5.82M Sell
28,377
-1,750
-6% -$387K 0.76% 30
2024
Q1 		$7.58M Sell
30,127
-2,288
-7% -$506K 1.08% 23
2023
Q4 		$5.94M Sell
32,415
-316
-1% -$57.6K 1.03% 23
2023
Q3 		$5.88M Buy
32,731
+626
+2% +$107K 1.16% 21
2023
Q2 		$5.16M Buy
32,105
+3,693
+13% +$531K 1.02% 23
2023
Q1 		$4.03M Sell
28,412
-16,139
-36% -$2.27M 0.86% 32
2022
Q4 		$6.08M Sell
44,551
-1,394
-3% -$194K 1.33% 23
2022
Q3 		$5.99M Buy
45,945
+33,426
+267% +$5.07M 1.37% 23
2022
Q2 		$1.93M Buy
+12,519
New +$2.07M 0.44% 55

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

Private Advisory Group's TM Position: Q2 2025 in Review

Private Advisory Group sold out of Toyota (TM) in Q2 2025, closing a stake of 33,500 shares — an estimated $5.91M sold.

Private Advisory Group first reported a position in TM in Q2 2022 and held it in 12 quarters. The position peaked at $7.58M in Q1 2024. 593 funds tracked by Wall St. Rank hold TM as of Q2 2025.

  • Private Advisory Group reported no remaining Toyota position as of Q2 2025 after selling out during the quarter.
  • Private Advisory Group sold 33,500 Toyota shares in Q2 2025, an estimated $5.91M.
  • Private Advisory Group first reported a position in Toyota in Q2 2022 and held it in 12 quarters.
  • Private Advisory Group's Toyota position peaked at $7.58M in Q1 2024.
  • 593 funds tracked by Wall St. Rank held Toyota as of Q2 2025.

Based on Private Advisory Group's 13F filing for Q2 2025, filed 7 Aug 2025.