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Simon Quick Advisors’s Toyota TM Stock Holding History

Simon Quick 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
2025
Q2 		– Sell
-2,009
Closed -$355K – 617
2025
Q1 		$355K Buy
2,009
+881
+78% +$164K 0.02% 387
2024
Q4 		$220K Buy
+1,128
New +$198K 0.01% 427
2024
Q2 		– Sell
-809
Closed -$204K – 444
2024
Q1 		$204K Buy
+809
New +$179K 0.02% 385
2017
Q4 		– Sell
-492
Closed -$59K – 580
2017
Q3 		$59K Buy
+492
New +$55.8K 0.02% 247
2017
Q2 		– Sell
-492
Closed -$53K – 373
2017
Q1 		$53K Buy
+492
New +$56.5K 0.03% 153

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

Simon Quick Advisors's TM Position: Q2 2025 in Review

Simon Quick Advisors sold out of Toyota (TM) in Q2 2025, closing a stake of 2,009 shares — an estimated $355K sold.

Simon Quick Advisors first reported a position in TM in Q1 2017 and held it in 5 quarters. The position peaked at $355K in Q1 2025. 593 funds tracked by Wall St. Rank hold TM as of Q2 2025.

  • Simon Quick Advisors reported no remaining Toyota position as of Q2 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 2,009 Toyota shares in Q2 2025, an estimated $355K.
  • Simon Quick Advisors first reported a position in Toyota in Q1 2017 and held it in 5 quarters.
  • Simon Quick Advisors's Toyota position peaked at $355K in Q1 2025.
  • 593 funds tracked by Wall St. Rank held Toyota as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.