BSW Wealth Partners’s Honda HMC Stock Holding History

BSW Wealth Partners’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	$312K	Buy	12,838 +1,036	+9%	+$30K	0.04%	243
2025 Q4	$348K	Sell	11,802 -2,793	-19%	-$84.8K	0.04%	217
2025 Q3	$450K	Buy	14,595 +637	+5%	+$20.8K	0.06%	190
2025 Q2	$402K	Buy	13,958 +988	+8%	+$28.8K	0.06%	196
2025 Q1	$352K	Sell	12,970 -1,669	-11%	-$47.6K	0.05%	210
2024 Q4	$418K	Sell	14,639 -7,804	-35%	-$221K	0.06%	185
2024 Q3	$712K	Buy	22,443 +2,343	+12%	+$74.3K	0.11%	113
2024 Q2	$648K	Buy	20,100 +147	+0.7%	+$4.97K	0.11%	107
2024 Q1	$743K	Buy	19,953 +10,358	+108%	+$356K	0.13%	97
2023 Q4	$297K	Buy	+9,595	New	+$303K	0.06%	205
2023 Q3	–	Sell	-12,996	Closed	-$394K	–	263
2023 Q2	$394K	Sell	12,996 -4,755	-27%	-$134K	0.08%	140
2023 Q1	$470K	Buy	17,751 +2,927	+20%	+$73.5K	0.1%	146
2022 Q4	$339K	Buy	+14,824	New	+$343K	0.07%	189
2022 Q3	–	Sell	-8,758	Closed	-$212K	–	280
2022 Q2	$212K	Buy	8,758 +402	+5%	+$10.3K	0.05%	248
2022 Q1	$236K	Buy	+8,356	New	+$245K	0.06%	243
2021 Q1	–	Sell	-7,828	Closed	-$221K	–	221
2020 Q4	$221K	Buy	+7,828	New	+$211K	0.07%	165

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