Atria Investments’s Honda HMC Stock Holding History

Atria Investments’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	$374K	Buy	15,404 +1,520	+11%	+$44K	﹤0.01%	1616
2025 Q4	$409K	Buy	13,884 +2,060	+17%	+$62.5K	﹤0.01%	1560
2025 Q3	$364K	Buy	11,824 +4,423	+60%	+$144K	﹤0.01%	1608
2025 Q2	$213K	Buy	+7,401	New	+$216K	﹤0.01%	1890
2025 Q1	–	Sell	-7,229	Closed	-$206K	–	1950
2024 Q4	$206K	Sell	7,229 -1,846	-20%	-$52.2K	﹤0.01%	1767
2024 Q3	$288K	Buy	9,075 +662	+8%	+$21K	﹤0.01%	1636
2024 Q2	$271K	Buy	+8,413	New	+$285K	﹤0.01%	1649
2022 Q1	–	Sell	-42,615	Closed	-$1.21M	–	895
2021 Q4	$1.21M	Buy	+42,615	New	+$1.24M	0.02%	757
2020 Q1	–	Sell	-10,630	Closed	-$301K	–	814
2019 Q4	$301K	Buy	+10,630	New	+$296K	0.01%	975

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