Corient Private Wealth

Corient Private Wealth’s Honda HMC Stock Holding History

Corient Private Wealth’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	$959K	Sell	41,857 -63,054	-60%	-$1.83M	﹤0.01%	1686
2025 Q4	$3.08M	Buy	104,911 +43,617	+71%	+$1.32M	﹤0.01%	1291
2025 Q3	$1.89M	Buy	61,294 +12,964	+27%	+$423K	﹤0.01%	1088
2025 Q2	$1.39M	Buy	48,330 +2,350	+5%	+$68.5K	﹤0.01%	1203
2025 Q1	$1.25M	Sell	45,980 -7,740	-14%	-$221K	﹤0.01%	1190
2024 Q4	$1.53M	Sell	53,720 -8,486	-14%	-$240K	﹤0.01%	1107
2024 Q3	$1.97M	Buy	62,206 +8,709	+16%	+$276K	﹤0.01%	1103
2024 Q2	$1.72M	Sell	53,497 -255	-0.5%	-$8.63K	﹤0.01%	1087
2024 Q1	$2M	Sell	53,752 -8,790	-14%	-$302K	﹤0.01%	1022
2023 Q4	$1.93M	Buy	62,542 +2,884	+5%	+$91K	﹤0.01%	1019
2023 Q3	$2.01M	Buy	59,658 +21,217	+55%	+$682K	﹤0.01%	912
2023 Q2	$1.16M	Buy	38,441 +1,038	+3%	+$29.3K	﹤0.01%	1095
2023 Q1	$991K	Buy	37,403 +22,132	+145%	+$555K	﹤0.01%	1094
2022 Q4	$349K	Buy	+15,271	New	+$354K	﹤0.01%	1277

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