True Wealth Design
HMC icon

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
Q3 		$19K Buy
601
+244
+68% +$7.51K ﹤0.01% 848
2026
Q2 		$9.7K Buy
357
+126
+55% +$3.2K ﹤0.01% 1071
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 		$2.8K 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 		$1.24K 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

Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Legacy Wealth Asset Management
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

True Wealth Design's HMC Position: Q3 2026 in Review

True Wealth Design increased its Honda (HMC) stake by 68% in Q3 2026, buying an estimated $7.51K and bringing the position to 601 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #848.

True Wealth Design first reported a position in HMC in Q4 2022 and has held it in 16 quarters since. 73 funds tracked by Wall St. Rank hold HMC as of Q3 2026.

  • True Wealth Design held 601 shares of Honda worth $19K as of Q3 2026.
  • True Wealth Design bought 244 Honda shares in Q3 2026, an estimated $7.51K.
  • Honda made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #848 holding.
  • True Wealth Design first reported a position in Honda in Q4 2022 and has held it in 16 quarters since.
  • 73 funds tracked by Wall St. Rank held Honda as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.