Sequoia Financial Advisors’s Honda HMC Stock Holding History

Sequoia Financial 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	$1.24M	Buy	51,167 +26,134	+104%	+$757K	0.01%	795
2025 Q4	$738K	Sell	25,033 -3,927	-14%	-$119K	﹤0.01%	1057
2025 Q3	$892K	Buy	28,960 +6,824	+31%	+$223K	0.01%	836
2025 Q2	$638K	Buy	22,136 +1,185	+6%	+$34.6K	﹤0.01%	887
2025 Q1	$568K	Buy	20,951 +1,631	+8%	+$46.5K	﹤0.01%	811
2024 Q4	$552K	Sell	19,320 -3,086	-14%	-$87.2K	0.01%	767
2024 Q3	$711K	Buy	22,406 +1,966	+10%	+$62.4K	0.01%	641
2024 Q2	$659K	Sell	20,440 -1,081	-5%	-$36.6K	0.01%	602
2024 Q1	$801K	Buy	21,521 +1,207	+6%	+$41.5K	0.01%	532
2023 Q4	$628K	Buy	20,314 +2,232	+12%	+$70.5K	0.01%	670
2023 Q3	$608K	Buy	18,082 +315	+2%	+$10.1K	0.01%	455
2023 Q2	$539K	Buy	17,767 +1,786	+11%	+$50.4K	0.01%	504
2023 Q1	$423K	Buy	15,981 +2,227	+16%	+$55.9K	0.01%	515
2022 Q4	$314K	Buy	+13,754	New	+$319K	0.01%	567
2022 Q2	–	Sell	-8,506	Closed	-$240K	–	628
2022 Q1	$240K	Buy	+8,506	New	+$250K	0.01%	563

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