NewEdge Wealth’s Honda HMC Stock Holding History

NewEdge 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	$3.45M	Buy	141,900 +13,079	+10%	+$379K	0.04%	298
2025 Q4	$3.8M	Buy	128,821 +9,719	+8%	+$295K	0.04%	299
2025 Q3	$3.68M	Buy	119,102 +22,027	+23%	+$719K	0.05%	261
2025 Q2	$3.05M	Buy	97,075 +8,965	+10%	+$261K	0.05%	291
2025 Q1	$2.39M	Buy	88,110 +5,399	+7%	+$154K	0.04%	317
2024 Q4	$2.36M	Sell	82,711 -36,537	-31%	-$1.03M	0.04%	314
2024 Q3	$3.78M	Buy	119,248 +5,830	+5%	+$185K	0.07%	242
2024 Q2	$3.66M	Buy	113,418 +6,680	+6%	+$226K	0.08%	210
2024 Q1	$3.67M	Buy	106,738 +17,012	+19%	+$585K	0.08%	209
2023 Q4	$2.77M	Buy	89,726 +22,976	+34%	+$725K	0.07%	241
2023 Q3	$2.25M	Buy	66,750 +9,431	+16%	+$303K	0.07%	234
2023 Q2	$1.74M	Buy	57,319 +6,484	+13%	+$183K	0.06%	278
2023 Q1	$1.35M	Buy	50,835 +18,915	+59%	+$475K	0.05%	277
2022 Q4	$730K	Sell	31,920 -2,756	-8%	-$63.8K	0.03%	323
2022 Q3	$749K	Buy	34,676 +3,705	+12%	+$93.6K	0.04%	297
2022 Q2	$748K	Buy	+30,971	New	+$792K	0.03%	324

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