APW
HON icon

Acima Private Wealth’s Honeywell HON Stock Holding History

Acima Private Wealth’s Portfolio HON Stock Details HON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,610
Closed -$364K – 176
2026
Q1 		$364K Hold
1,610
– – 0.11% 90
2025
Q4 		$314K Sell
1,610
-98
-6% -$19.2K 0.1% 102
2025
Q3 		$339K Hold
1,708
– – 0.11% 101
2025
Q2 		$375K Sell
1,708
-1,574
-48% -$319K 0.13% 91
2025
Q1 		$655K Hold
3,282
– – 0.24% 60
2024
Q4 		$699K Hold
3,282
– – 0.24% 64
2024
Q3 		$639K Hold
3,282
– – 0.21% 66
2024
Q2 		$660K Hold
3,282
– – 0.24% 63
2024
Q1 		$635K Hold
3,282
– – 0.23% 71
2023
Q4 		$649K Sell
3,282
-29
-0.9% -$5.23K 0.25% 70
2023
Q3 		$577K Hold
3,311
– – 0.26% 78
2023
Q2 		$648K Sell
3,311
-24
-0.7% -$4.46K 0.31% 65
2023
Q1 		$601K Buy
3,335
+30
+0.9% +$5.64K 0.29% 70
2022
Q4 		$668K Hold
3,305
– – 0.34% 62
2022
Q3 		$520K Hold
3,305
– – 0.27% 69
2022
Q2 		$541K Hold
3,305
– – 0.27% 73
2022
Q1 		$606K Hold
3,305
– – 0.28% 76
2021
Q4 		$650K Hold
3,305
– – 0.28% 75
2021
Q3 		$661K Hold
3,305
– – 0.3% 76
2021
Q2 		$683K Hold
3,305
– – 0.31% 73
2021
Q1 		$676K Hold
3,305
– – 0.33% 71
2020
Q4 		$663K Hold
3,305
– – 0.34% 72
2020
Q3 		$513K Hold
3,305
– – 0.31% 76
2020
Q2 		$450K Hold
3,305
– – 0.29% 76
2020
Q1 		$417K Hold
3,305
– – 0.32% 74
2019
Q4 		$551K Buy
3,305
+189
+6% +$30.9K 0.38% 67
2019
Q3 		$496K Buy
3,116
+122
+4% +$19.4K 0.38% 67
2019
Q2 		$493K Hold
2,994
– – 0.39% 63
2019
Q1 		$448K Hold
2,994
– – 0.38% 66
2018
Q4 		$373K Buy
+2,994
New +$409K 0.37% 68

Other funds holding HON

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return