EverSource Wealth Advisors’s Honda HMC Stock Holding History

EverSource Wealth 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
2026 Q1	$334K	Buy	13,745 +3,793	+38%	+$110K	0.01%	794
2025 Q4	$293K	Sell	9,952 -771	-7%	-$23.4K	0.01%	769
2025 Q3	$330K	Buy	10,723 +1,762	+20%	+$57.5K	0.01%	680
2025 Q2	$258K	Buy	8,961 +3,766	+72%	+$110K	0.01%	745
2025 Q1	$141K	Buy	5,195 +1,084	+26%	+$30.9K	0.01%	784
2024 Q4	$117K	Buy	4,111 +507	+14%	+$14.3K	0.01%	856
2024 Q3	$114K	Sell	3,604 -1,725	-32%	-$54.7K	0.01%	751
2024 Q2	$172K	Sell	5,329 -737	-12%	-$24.9K	0.01%	611
2024 Q1	$206K	Buy	6,066 +463	+8%	+$15.9K	0.02%	479
2023 Q4	$173K	Buy	5,603 +242	+5%	+$7.64K	0.02%	470
2023 Q3	$180K	Buy	5,361 +146	+3%	+$4.7K	0.02%	419
2023 Q2	$158K	Buy	5,215 +277	+6%	+$7.82K	0.02%	450
2023 Q1	$131K	Sell	4,938 -49	-1%	-$1.23K	0.02%	463
2022 Q4	$114K	Buy	4,987 +3,506	+237%	+$81.2K	0.02%	466
2022 Q3	$32K	Sell	1,481 -3,070	-67%	-$77.6K	0.01%	749
2022 Q2	$109K	Buy	4,551 +4,186	+1,147%	+$107K	0.03%	352
2022 Q1	$10K	Buy	365 +312	+589%	+$9.16K	﹤0.01%	969
2021 Q4	$2K	Buy	+53	New	+$1.54K	﹤0.01%	1554

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