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Ruedi Wealth Management’s Toyota TM Stock Holding History

Ruedi Wealth 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
Q2 		– Sell
-7
Closed -$1.24K – 295
2025
Q1 		$1.24K Hold
7
– – ﹤0.01% 285
2024
Q4 		$1.36K Hold
7
– – ﹤0.01% 281
2024
Q3 		$1.25K Hold
7
– – ﹤0.01% 293
2024
Q2 		$1.44K Buy
+7
New +$1.55K ﹤0.01% 350
2023
Q3 		– Sell
-29
Closed -$4.66K – 234
2023
Q2 		$4.66K Hold
29
– – ﹤0.01% 166
2023
Q1 		$4.11K Hold
29
– – ﹤0.01% 199
2022
Q4 		$3.96K Buy
+29
New +$4.04K ﹤0.01% 187

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

Ruedi Wealth Management's TM Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Toyota (TM) in Q2 2025, closing a stake of 7 shares — an estimated $1.24K sold.

Ruedi Wealth Management first reported a position in TM in Q4 2022 and held it in 7 quarters. The position peaked at $4.66K in Q2 2023. 593 funds tracked by Wall St. Rank hold TM as of Q2 2025.

  • Ruedi Wealth Management reported no remaining Toyota position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 7 Toyota shares in Q2 2025, an estimated $1.24K.
  • Ruedi Wealth Management first reported a position in Toyota in Q4 2022 and held it in 7 quarters.
  • Ruedi Wealth Management's Toyota position peaked at $4.66K in Q2 2023.
  • 593 funds tracked by Wall St. Rank held Toyota as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.