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Cherry Tree Wealth Management’s Honda HMC Stock Holding History

Cherry Tree Wealth Management’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
2025
Q2 		– Sell
-137
Closed -$3.72K – 666
2025
Q1 		$3.72K Buy
137
+128
+1,422% +$3.65K ﹤0.01% 566
2024
Q4 		$257 Buy
+9
New +$254 ﹤0.01% 633

Other funds holding HMC

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
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cherry Tree Wealth Management's HMC Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Honda (HMC) in Q2 2025, closing a stake of 137 shares — an estimated $3.72K sold.

Cherry Tree Wealth Management first reported a position in HMC in Q4 2024 and held it in 2 quarters. The position peaked at $3.72K in Q1 2025. 337 funds tracked by Wall St. Rank hold HMC as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Honda position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 137 Honda shares in Q2 2025, an estimated $3.72K.
  • Cherry Tree Wealth Management first reported a position in Honda in Q4 2024 and held it in 2 quarters.
  • Cherry Tree Wealth Management's Honda position peaked at $3.72K in Q1 2025.
  • 337 funds tracked by Wall St. Rank held Honda as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.