NewEdge Advisors’s Honda HMC Stock Holding History

NewEdge 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	$487K	Buy	20,038 +772	+4%	+$22.4K	﹤0.01%	2014
2025 Q4	$568K	Buy	19,266 +2,466	+15%	+$74.9K	﹤0.01%	1878
2025 Q3	$517K	Buy	16,800 +2,312	+16%	+$75.4K	﹤0.01%	1784
2025 Q2	$418K	Buy	14,488 +1,697	+13%	+$49.5K	﹤0.01%	1804
2025 Q1	$347K	Sell	12,791 -6,000	-32%	-$171K	﹤0.01%	1795
2024 Q4	$536K	Buy	18,791 +2,369	+14%	+$66.9K	﹤0.01%	1508
2024 Q3	$521K	Buy	16,422 +1,402	+9%	+$44.5K	﹤0.01%	1452
2024 Q2	$484K	Buy	15,020 +13,217	+733%	+$447K	﹤0.01%	1438
2024 Q1	$67.1K	Sell	1,803 -2,318	-56%	-$79.7K	﹤0.01%	2200
2023 Q4	$127K	Buy	4,121 +539	+15%	+$17K	﹤0.01%	1865
2023 Q3	$120K	Buy	3,582 +1,239	+53%	+$39.8K	﹤0.01%	1777
2023 Q2	$71K	Sell	2,343 -20	-0.8%	-$565	﹤0.01%	1976
2023 Q1	$62.6K	Buy	2,363 +1,881	+390%	+$47.2K	﹤0.01%	1906
2022 Q4	$1.54K	Buy	+482	New	+$11.2K	﹤0.01%	2906
2017 Q3	–	Sell	-570	Closed	-$15.5K	–	684
2017 Q2	$15.5K	Buy	+570	New	+$16.1K	﹤0.01%	813

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