Integrated Wealth Concepts’s Honda HMC Stock Holding History

Integrated Wealth Concepts’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	$414K	Buy	17,035 +1,606	+10%	+$46.5K	﹤0.01%	1654
2025 Q4	$455K	Buy	15,429 +687	+5%	+$20.9K	0.01%	1144
2025 Q3	$454K	Buy	14,742 +1,854	+14%	+$60.5K	﹤0.01%	1404
2025 Q2	$372K	Buy	12,888 +4,336	+51%	+$126K	﹤0.01%	1439
2025 Q1	$232K	Buy	8,552 +468	+6%	+$13.3K	﹤0.01%	1546
2024 Q4	$231K	Sell	8,084 -2,981	-27%	-$84.2K	﹤0.01%	1528
2024 Q3	$351K	Buy	11,065 +1,564	+16%	+$49.6K	﹤0.01%	1241
2024 Q2	$306K	Sell	9,501 -1,983	-17%	-$67.1K	﹤0.01%	1305
2024 Q1	$428K	Sell	11,484 -61,842	-84%	-$2.13M	0.01%	1123
2023 Q4	$2.27M	Sell	73,326 -9,184	-11%	-$290K	0.04%	432
2023 Q3	$2.78M	Sell	82,510 -83	-0.1%	-$2.67K	0.05%	343
2023 Q2	$2.5M	Sell	82,593 -2,090	-2%	-$59K	0.04%	378
2023 Q1	$2.24M	Buy	+84,683	New	+$2.13M	0.05%	367

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