Rise Advisors’s Honda HMC Stock Holding History

Rise 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	-742	Closed	-$21.2K	–	1527
2024 Q4	$21.2K	Buy	742 +16	+2%	+$452	0.01%	619
2024 Q3	$23K	Hold	726	–	–	0.01%	597
2024 Q2	$23.4K	Buy	726 +13	+2%	+$440	0.01%	521
2024 Q1	$26.5K	Buy	+713	New	+$24.5K	0.01%	450

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

Rise Advisors's HMC Position: Q1 2025 in Review

Rise Advisors sold out of Honda (HMC) in Q1 2025, closing a stake of 742 shares — an estimated $21.2K sold.

Rise Advisors first reported a position in HMC in Q1 2024 and held it in 4 quarters. The position peaked at $26.5K in Q1 2024. 339 funds tracked by Wall St. Rank hold HMC as of Q1 2025.

Rise Advisors reported no remaining Honda position as of Q1 2025 after selling out during the quarter.
Rise Advisors sold 742 Honda shares in Q1 2025, an estimated $21.2K.
Rise Advisors first reported a position in Honda in Q1 2024 and held it in 4 quarters.
Rise Advisors's Honda position peaked at $26.5K in Q1 2024.
339 funds tracked by Wall St. Rank held Honda as of Q1 2025.

Based on Rise Advisors's 13F filing for Q1 2025, filed 15 May 2025.