True Wealth Design’s Honda HMC Stock Holding History

True Wealth Design’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	$5.62K	Buy	231 +45	+24%	+$1.3K	﹤0.01%	1165
2025 Q4	$5.48K	Sell	186 -202	-52%	-$6.13K	﹤0.01%	1051
2025 Q3	$12K	Buy	388 +309	+391%	+$10.1K	﹤0.01%	770
2025 Q2	$2.28K	Sell	79 -8	-9%	-$233	﹤0.01%	1133
2025 Q1	$2.36K	Buy	87 +9	+12%	+$257	﹤0.01%	947
2024 Q4	$2.23K	Sell	78 -7	-8%	-$198	﹤0.01%	710
2024 Q3	$2.7K	Sell	85 -2	-2%	-$63	﹤0.01%	704
2024 Q2	$2.81K	Buy	87 +21	+32%	+$711	﹤0.01%	327
2024 Q1	$2.46K	Buy	66 +29	+78%	+$996	﹤0.01%	326
2023 Q4	$1.14K	Hold	37	–	–	﹤0.01%	345
2023 Q3	$1.25K	Hold	37	–	–	﹤0.01%	299
2023 Q2	$1.12K	Hold	37	–	–	﹤0.01%	314
2023 Q1	$981	Hold	37	–	–	﹤0.01%	409
2022 Q4	$846	Buy	+37	New	+$857	﹤0.01%	360

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