Root Financial Partners’s Honda HMC Stock Holding History

Root Financial Partners’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 Q2	–	Sell	-99	Closed	-$2.41K	–	1627
2026 Q1	$2.41K	Sell	99 -1,118	-92%	-$32.4K	﹤0.01%	2238
2025 Q4	$35.9K	Sell	1,217 -285	-19%	-$8.65K	﹤0.01%	857
2025 Q3	$46.3K	Buy	+1,502	New	+$49K	﹤0.01%	696

Other funds holding HMC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

DV Equities Chicago, Illinois $698M AUM

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Root Financial Partners's HMC Position: Q2 2026 in Review

Root Financial Partners sold out of Honda (HMC) in Q2 2026, closing a stake of 99 shares — an estimated $2.41K sold.

Root Financial Partners first reported a position in HMC in Q3 2025 and held it in 3 quarters. The position peaked at $46.3K in Q3 2025. 380 funds tracked by Wall St. Rank hold HMC as of Q2 2026.

Root Financial Partners reported no remaining Honda position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 99 Honda shares in Q2 2026, an estimated $2.41K.
Root Financial Partners first reported a position in Honda in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Honda position peaked at $46.3K in Q3 2025.
380 funds tracked by Wall St. Rank held Honda as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.