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Private Wealth Asset Management’s Toyota TM Stock Holding History

Private Wealth Asset 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
2025
Q4 		– Sell
-16
Closed -$3.06K – 1142
2025
Q3 		$3.06K Hold
16
– – ﹤0.01% 788
2025
Q2 		$2.76K Hold
16
– – ﹤0.01% 805
2025
Q1 		$2.82K Buy
+16
New +$2.98K ﹤0.01% 771

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Private Wealth Asset Management's TM Position: Q4 2025 in Review

Private Wealth Asset Management sold out of Toyota (TM) in Q4 2025, closing a stake of 16 shares — an estimated $3.06K sold.

Private Wealth Asset Management first reported a position in TM in Q1 2025 and held it in 3 quarters. The position peaked at $3.06K in Q3 2025. 688 funds tracked by Wall St. Rank hold TM as of Q4 2025.

  • Private Wealth Asset Management reported no remaining Toyota position as of Q4 2025 after selling out during the quarter.
  • Private Wealth Asset Management sold 16 Toyota shares in Q4 2025, an estimated $3.06K.
  • Private Wealth Asset Management first reported a position in Toyota in Q1 2025 and held it in 3 quarters.
  • Private Wealth Asset Management's Toyota position peaked at $3.06K in Q3 2025.
  • 688 funds tracked by Wall St. Rank held Toyota as of Q4 2025.

Based on Private Wealth Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.