Xponance’s Toyota TM Stock Holding History

Xponance’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	$1.01M	Buy	4,924 +462	+10%	+$104K	0.01%	740
2025 Q4	$955K	Buy	4,462 +469	+12%	+$95.1K	0.01%	705
2025 Q3	$763K	Buy	3,993 +545	+16%	+$103K	0.01%	795
2025 Q2	$594K	Buy	3,448 +35	+1%	+$6.33K	0.01%	890
2025 Q1	$602K	Buy	3,413 +167	+5%	+$31.1K	0.01%	876
2024 Q4	$632K	Buy	3,246 +154	+5%	+$27.1K	0.01%	883
2024 Q3	$552K	Buy	3,092 +758	+32%	+$142K	0.01%	909
2024 Q2	$478K	Buy	2,334 +609	+35%	+$135K	﹤0.01%	924
2024 Q1	$434K	Buy	1,725 +27	+2%	+$5.98K	﹤0.01%	985
2023 Q4	$311K	Hold	1,698	–	–	﹤0.01%	1053
2023 Q3	$305K	Buy	+1,698	New	+$290K	﹤0.01%	1031

Other funds holding TM

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Natixis Advisors

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return