BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Honda HMC Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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	$21.3K	Sell	675 -6	-0.9%	-$185	0.01%	820
2026 Q2	$18.5K	Buy	681 +36	+6%	+$916	﹤0.01%	1296
2026 Q1	$15.7K	Buy	645 +33	+5%	+$956	﹤0.01%	1398
2025 Q4	$18K	Sell	612 -122	-17%	-$3.7K	﹤0.01%	1369
2025 Q3	$22.6K	Buy	734 +171	+30%	+$5.58K	﹤0.01%	1208
2025 Q2	$16.2K	Sell	563 -438	-44%	-$12.8K	﹤0.01%	1305
2025 Q1	$27.2K	Buy	1,001 +58	+6%	+$1.66K	﹤0.01%	1137
2024 Q4	$26.9K	Hold	943	–	–	﹤0.01%	1088
2024 Q3	$29.9K	Buy	+943	New	+$29.9K	﹤0.01%	1125

Other funds holding HMC

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Donald Smith & Co New York $5.71B AUM 26.51% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $46.6B AUM 32.12% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s HMC Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reduced its Honda (HMC) stake by 0.88% in Q3 2026, selling an estimated $185 and leaving 675 shares worth $21.3K. The position accounts for 0.01% of the portfolio, ranked #820.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in HMC in Q3 2024 and has held it in 9 quarters since. The position peaked at $29.9K in Q3 2024. 329 funds tracked by Wall St. Rank hold HMC as of Q3 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 675 shares of Honda worth $21.3K as of Q3 2026.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 6 Honda shares in Q3 2026, an estimated $185.
Honda made up 0.01% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q3 2026, its #820 holding.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Honda in Q3 2024 and has held it in 9 quarters since.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Honda position peaked at $29.9K in Q3 2024.
329 funds tracked by Wall St. Rank held Honda as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.