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Stonegate Investment Group’s Toyota TM Stock Holding History

Stonegate Investment 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
Q3 		$213K Sell
1,116
-301
-21% -$56.7K ﹤0.01% 384
2025
Q2 		$244K Buy
1,417
+178
+14% +$32.2K 0.01% 344
2025
Q1 		$219K Buy
1,239
+7
+0.6% +$1.3K 0.01% 321
2024
Q4 		$240K Hold
1,232
– – 0.01% 304
2024
Q3 		$220K Buy
1,232
+172
+16% +$32.1K 0.01% 332
2024
Q2 		$217K Hold
1,060
– – 0.01% 324
2024
Q1 		$267K Buy
+1,060
New +$235K 0.01% 271

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Stonegate Investment Group's TM Position: Q3 2025 in Review

Stonegate Investment Group reduced its Toyota (TM) stake by 21% in Q3 2025, selling an estimated $56.7K and leaving 1,116 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

Stonegate Investment Group first reported a position in TM in Q1 2024 and has held it in 7 quarters since. The position peaked at $267K in Q1 2024. 625 funds tracked by Wall St. Rank hold TM as of Q3 2025.

  • Stonegate Investment Group held 1,116 shares of Toyota worth $213K as of Q3 2025.
  • Stonegate Investment Group sold 301 Toyota shares in Q3 2025, an estimated $56.7K.
  • Toyota made up ﹤0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #384 holding.
  • Stonegate Investment Group first reported a position in Toyota in Q1 2024 and has held it in 7 quarters since.
  • Stonegate Investment Group's Toyota position peaked at $267K in Q1 2024.
  • 625 funds tracked by Wall St. Rank held Toyota as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.