Kestra Advisory Services’s Honda HMC Stock Holding History

Kestra Advisory Services’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	$398K	Buy	16,389 +4,850	+42%	+$141K	﹤0.01%	2402
2025 Q4	$340K	Buy	11,539 +1,297	+13%	+$39.4K	﹤0.01%	2441
2025 Q3	$315K	Buy	10,242 +395	+4%	+$12.9K	﹤0.01%	2403
2025 Q2	$284K	Buy	+9,847	New	+$287K	﹤0.01%	2397
2025 Q1	–	Sell	-9,608	Closed	-$274K	–	2817
2024 Q4	$274K	Buy	9,608 +2,082	+28%	+$58.8K	﹤0.01%	2291
2024 Q3	$239K	Sell	7,526 -3,547	-32%	-$113K	﹤0.01%	2242
2024 Q2	$324K	Buy	11,073 +1,294	+13%	+$43.8K	﹤0.01%	2066
2024 Q1	$364K	Buy	9,779 +25	+0.3%	+$859	﹤0.01%	1868
2023 Q4	$302K	Buy	9,754 +165	+2%	+$5.21K	﹤0.01%	1846
2023 Q3	$323K	Buy	+9,589	New	+$308K	﹤0.01%	1618
2023 Q2	–	Sell	-9,324	Closed	-$247K	–	2140
2023 Q1	$247K	Sell	9,324 -5,751	-38%	-$144K	﹤0.01%	1690
2022 Q4	$345K	Sell	15,075 -3,197	-17%	-$74K	﹤0.01%	1640
2022 Q3	$394K	Buy	18,272 +4,419	+32%	+$112K	﹤0.01%	1447
2022 Q2	$335K	Buy	13,853 +934	+7%	+$23.9K	﹤0.01%	1556
2022 Q1	$365K	Buy	12,919 +647	+5%	+$19K	﹤0.01%	1482
2021 Q4	$349K	Buy	12,272 +3,884	+46%	+$113K	﹤0.01%	1523
2021 Q3	$257K	Buy	8,388 +51	+0.6%	+$1.6K	﹤0.01%	1797
2021 Q2	$268K	Buy	8,337 +664	+9%	+$20.6K	﹤0.01%	1641
2021 Q1	$232K	Buy	+7,673	New	+$221K	﹤0.01%	1629

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