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Congress Wealth Management’s Honda HMC Stock Holding History

Congress 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 		$2.27M Buy
78,702
+1,664
+2% +$48.5K 0.02% 533
2025
Q1 		$2.09M Buy
77,038
+126
+0.2% +$3.59K 0.03% 484
2024
Q4 		$2.2M Hold
76,912
– – 0.03% 398
2024
Q3 		$2.44M Buy
+76,912
New +$2.44M 0.03% 393

Other funds holding HMC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Congress Wealth Management's HMC Position: Q2 2025 in Review

Congress Wealth Management increased its Honda (HMC) stake by 2.2% in Q2 2025, buying an estimated $48.5K and bringing the position to 78,702 shares worth $2.27M. The position accounts for 0.02% of the portfolio, ranked #533.

Congress Wealth Management first reported a position in HMC in Q3 2024 and has held it in 4 quarters since. The position peaked at $2.44M in Q3 2024. 338 funds tracked by Wall St. Rank hold HMC as of Q2 2025.

  • Congress Wealth Management held 78,702 shares of Honda worth $2.27M as of Q2 2025.
  • Congress Wealth Management bought 1,664 Honda shares in Q2 2025, an estimated $48.5K.
  • Honda made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #533 holding.
  • Congress Wealth Management first reported a position in Honda in Q3 2024 and has held it in 4 quarters since.
  • Congress Wealth Management's Honda position peaked at $2.44M in Q3 2024.
  • 338 funds tracked by Wall St. Rank held Honda as of Q2 2025.

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