Clearstead Advisors’s Honda HMC Stock Holding History

Clearstead 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
2025 Q2	–	Sell	-147	Closed	-$3.99K	–	2799
2025 Q1	$3.99K	Buy	147 +47	+47%	+$1.34K	﹤0.01%	1787
2024 Q4	$2.85K	Sell	100 -100	-50%	-$2.83K	﹤0.01%	1800
2024 Q3	$6.35K	Hold	200	–	–	﹤0.01%	1679
2024 Q2	$6.45K	Hold	200	–	–	﹤0.01%	1642
2024 Q1	$6.76K	Hold	200	–	–	﹤0.01%	1131
2023 Q4	$6.18K	Sell	200 -400	-67%	-$12.6K	﹤0.01%	1135
2023 Q3	$20.2K	Buy	600 +200	+50%	+$6.43K	﹤0.01%	1028
2023 Q2	$12.1K	Buy	400 +393	+5,614%	+$11.1K	﹤0.01%	960
2023 Q1	$186	Hold	7	–	–	﹤0.01%	1343
2022 Q4	$160	Hold	7	–	–	﹤0.01%	1276
2022 Q3	$0	Hold	7	–	–	﹤0.01%	1294
2022 Q2	$0	Hold	7	–	–	﹤0.01%	1352
2022 Q1	$0	Hold	7	–	–	﹤0.01%	1413
2021 Q4	$0	Hold	7	–	–	﹤0.01%	1345
2021 Q3	$0	Buy	7 +3	+75%	+$94	﹤0.01%	1328
2021 Q2	$0	Buy	+4	New	+$124	﹤0.01%	1280

Other funds holding HMC

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

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 New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Clearstead Advisors's HMC Position: Q2 2025 in Review

Clearstead Advisors sold out of Honda (HMC) in Q2 2025, closing a stake of 147 shares — an estimated $3.99K sold.

Clearstead Advisors first reported a position in HMC in Q2 2021 and held it in 16 quarters. The position peaked at $20.2K in Q3 2023. 337 funds tracked by Wall St. Rank hold HMC as of Q2 2025.

Clearstead Advisors reported no remaining Honda position as of Q2 2025 after selling out during the quarter.
Clearstead Advisors sold 147 Honda shares in Q2 2025, an estimated $3.99K.
Clearstead Advisors first reported a position in Honda in Q2 2021 and held it in 16 quarters.
Clearstead Advisors's Honda position peaked at $20.2K in Q3 2023.
337 funds tracked by Wall St. Rank held Honda as of Q2 2025.

Based on Clearstead Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.