New Wave Wealth Advisors’s Honda HMC Stock Holding History

New Wave 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
2025 Q1	–	Sell	-5,570	Closed	-$159K	–	365
2024 Q4	$159K	Buy	+5,570	New	+$157K	0.07%	158
2024 Q3	–	Sell	-17,785	Closed	-$573K	–	159
2024 Q2	$573K	Buy	+17,785	New	+$602K	0.31%	56

Other funds holding HMC

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

New Wave Wealth Advisors's HMC Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Honda (HMC) in Q1 2025, closing a stake of 5,570 shares — an estimated $159K sold.

New Wave Wealth Advisors first reported a position in HMC in Q2 2024 and held it in 2 quarters. The position peaked at $573K in Q2 2024. 339 funds tracked by Wall St. Rank hold HMC as of Q1 2025.

New Wave Wealth Advisors reported no remaining Honda position as of Q1 2025 after selling out during the quarter.
New Wave Wealth Advisors sold 5,570 Honda shares in Q1 2025, an estimated $159K.
New Wave Wealth Advisors first reported a position in Honda in Q2 2024 and held it in 2 quarters.
New Wave Wealth Advisors's Honda position peaked at $573K in Q2 2024.
339 funds tracked by Wall St. Rank held Honda as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.