Orion Portfolio Solutions’s Honda HMC Stock Holding History

Orion Portfolio Solutions’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	$841K	Buy	31,002 +13,656	+79%	+$390K	0.01%	1175
2024 Q4	$495K	Buy	17,346 +2,663	+18%	+$75.2K	﹤0.01%	1356
2024 Q3	$466K	Buy	14,683 +1,388	+10%	+$44K	﹤0.01%	1358
2024 Q2	$429K	Sell	13,295 -420	-3%	-$14.2K	﹤0.01%	1328
2024 Q1	$511K	Buy	13,715 +138	+1%	+$4.74K	0.01%	1252
2023 Q4	$435K	Sell	13,577 -858	-6%	-$27.1K	0.01%	1267
2023 Q3	$486K	Sell	14,435 -482	-3%	-$15.5K	0.01%	1215
2023 Q2	$452K	Sell	14,917 -1	-0%	-$28	﹤0.01%	1247
2023 Q1	$395K	Buy	+14,918	New	+$374K	﹤0.01%	1234
2020 Q3	–	Sell	-200	Closed	-$5K	–	1121
2020 Q2	$5K	Hold	200	–	–	﹤0.01%	1475
2020 Q1	$4K	Sell	200 -3	-1%	-$77	﹤0.01%	1368
2019 Q4	$6K	Buy	+203	New	+$5.65K	﹤0.01%	1187

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

Orion Portfolio Solutions's HMC Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Honda (HMC) stake by 79% in Q1 2025, buying an estimated $390K and bringing the position to 31,002 shares worth $841K. The position accounts for 0.01% of the portfolio, ranked #1175.

Orion Portfolio Solutions first reported a position in HMC in Q4 2019 and has held it in 12 quarters since. 340 funds tracked by Wall St. Rank hold HMC as of Q1 2025.

Orion Portfolio Solutions held 31,002 shares of Honda worth $841K as of Q1 2025.
Orion Portfolio Solutions bought 13,656 Honda shares in Q1 2025, an estimated $390K.
Honda made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1175 holding.
Orion Portfolio Solutions first reported a position in Honda in Q4 2019 and has held it in 12 quarters since.
340 funds tracked by Wall St. Rank held Honda as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.