Naviter Wealth’s Honda HMC Stock Holding History

Naviter 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	$870K	Buy	35,769 +1,246	+4%	+$36.1K	0.11%	164
2025 Q4	$1.02M	Sell	34,523 -5,066	-13%	-$154K	0.13%	154
2025 Q3	$1.22M	Buy	39,589 +1,167	+3%	+$38.1K	0.14%	152
2025 Q2	$1.11M	Sell	38,422 -687	-2%	-$20K	0.14%	160
2025 Q1	$1.07M	Buy	39,109 +4,456	+13%	+$127K	0.13%	169
2024 Q4	$989K	Sell	34,653 -267	-0.8%	-$7.54K	0.12%	174
2024 Q3	$1.11M	Sell	34,920 -1,418	-4%	-$45K	0.15%	155
2024 Q2	$1.17M	Buy	36,338 +4,478	+14%	+$152K	0.17%	144
2024 Q1	$1.19M	Buy	31,860 +4,671	+17%	+$161K	0.19%	141
2023 Q4	$840K	Buy	27,189 +5,273	+24%	+$166K	0.17%	151
2023 Q3	$737K	Buy	21,916 +67	+0.3%	+$2.15K	0.18%	139
2023 Q2	$662K	Buy	21,849 +1,745	+9%	+$49.3K	0.17%	149
2023 Q1	$533K	Buy	20,104 +1,809	+10%	+$45.4K	0.19%	145
2022 Q4	$438K	Buy	18,295 +930	+5%	+$21.5K	0.12%	162
2022 Q3	$375K	Buy	17,365 +665	+4%	+$16.8K	0.15%	148
2022 Q2	$403K	Buy	+16,700	New	+$427K	0.17%	141

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