Rooted Wealth Advisors’s Toyota TM Stock Holding History

Rooted Wealth Advisors’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	–	Sell	-831	Closed	-$201K	–	148
2025 Q4	$201K	Buy	+831	New	+$169K	0.06%	135

Other funds holding TM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Rooted Wealth Advisors's TM Position: Q1 2026 in Review

Rooted Wealth Advisors sold out of Toyota (TM) in Q1 2026, closing a stake of 831 shares — an estimated $201K sold.

Rooted Wealth Advisors first reported a position in TM in Q4 2025 and held it in 1 quarter. The position peaked at $201K in Q4 2025. 700 funds tracked by Wall St. Rank hold TM as of Q1 2026.

Rooted Wealth Advisors reported no remaining Toyota position as of Q1 2026 after selling out during the quarter.
Rooted Wealth Advisors sold 831 Toyota shares in Q1 2026, an estimated $201K.
Rooted Wealth Advisors first reported a position in Toyota in Q4 2025 and held it in 1 quarter.
Rooted Wealth Advisors's Toyota position peaked at $201K in Q4 2025.
700 funds tracked by Wall St. Rank held Toyota as of Q1 2026.

Based on Rooted Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.