AWM
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Aviso Wealth Management’s Honeywell HON Stock Holding History

Aviso Wealth Management’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 		$488K Sell
2,181
-2,730
-56% -$609K 0.17% 96
2026
Q1 		$1.11M Sell
4,911
-1,606
-25% -$367K 0.5% 46
2025
Q4 		$1.27M Buy
6,517
+3,054
+88% +$597K 0.53% 45
2025
Q3 		$687K Buy
3,463
+165
+5% +$34.5K 0.3% 73
2025
Q2 		$724K Sell
3,298
-408
-11% -$82.6K 0.34% 72
2025
Q1 		$740K Sell
3,706
-4,893
-57% -$990K 0.39% 68
2024
Q4 		$1.83M Buy
8,599
+96
+1% +$20K 0.93% 24
2024
Q3 		$1.66M Buy
8,503
+2,837
+50% +$550K 0.9% 31
2024
Q2 		$1.14M Buy
5,666
+3,765
+198% +$716K 0.68% 40
2024
Q1 		$368K Buy
1,901
+73
+4% +$13.7K 0.23% 101
2023
Q4 		$361K Buy
+1,828
New +$330K 0.26% 93

Other funds holding HON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Aviso Wealth Management's HON Position: Q2 2026 in Review

Aviso Wealth Management reduced its Honeywell (HON) stake by 56% in Q2 2026, selling an estimated $609K and leaving 2,181 shares worth $488K. The position accounts for 0.17% of the portfolio, ranked #96.

Aviso Wealth Management first reported a position in HON in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.83M in Q4 2024. 2,172 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Aviso Wealth Management held 2,181 shares of Honeywell worth $488K as of Q2 2026.
  • Aviso Wealth Management sold 2,730 Honeywell shares in Q2 2026, an estimated $609K.
  • Honeywell made up 0.17% of Aviso Wealth Management's portfolio in Q2 2026, its #96 holding.
  • Aviso Wealth Management first reported a position in Honeywell in Q4 2023 and has held it in 11 quarters since.
  • Aviso Wealth Management's Honeywell position peaked at $1.83M in Q4 2024.
  • 2,172 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.