Aaron Wealth Advisors’s Honda HMC Stock Holding History

Aaron Wealth Advisors’s Portfolio HMC Stock Details HMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$324K	Sell	13,334 -1,477	-10%	-$42.8K	0.02%	530
2025 Q4	$437K	Buy	14,811 +711	+5%	+$21.6K	0.02%	473
2025 Q3	$434K	Buy	14,100 +125	+0.9%	+$4.08K	0.03%	445
2025 Q2	$403K	Buy	13,975 +1,057	+8%	+$30.8K	0.04%	290
2025 Q1	$350K	Buy	12,918 +229	+2%	+$6.53K	0.04%	295
2024 Q4	$362K	Sell	12,689 -2,459	-16%	-$69.5K	0.04%	274
2024 Q3	$481K	Buy	15,148 +1,811	+14%	+$57.5K	0.06%	197
2024 Q2	$430K	Buy	13,337 +200	+2%	+$6.77K	0.06%	180
2024 Q1	$489K	Buy	13,137 +6,184	+89%	+$212K	0.07%	156
2023 Q4	$215K	Buy	6,953 +102	+1%	+$3.22K	0.04%	235
2023 Q3	$230K	Buy	6,851 +44	+0.6%	+$1.42K	0.03%	227
2023 Q2	$206K	Buy	+6,807	New	+$192K	0.03%	245
2022 Q2	–	Sell	-31,651	Closed	-$1.12M	–	469
2022 Q1	$1.12M	Buy	+31,651	New	+$930K	0.02%	334

Other funds holding HMC

Fisher Asset Management

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

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

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

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

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

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return