Aviso Wealth Management
HON icon

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
Q3 		$398K Sell
1,885
-296
-14% -$66.1K 0.15% 103
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Aviso Wealth Management's HON Position: Q3 2026 in Review

Aviso Wealth Management reduced its Honeywell (HON) stake by 14% in Q3 2026, selling an estimated $66.1K and leaving 1,885 shares worth $398K. The position accounts for 0.15% of the portfolio, ranked #103.

Aviso Wealth Management first reported a position in HON in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.83M in Q4 2024. 1,508 funds tracked by Wall St. Rank hold HON as of Q3 2026.

  • Aviso Wealth Management held 1,885 shares of Honeywell worth $398K as of Q3 2026.
  • Aviso Wealth Management sold 296 Honeywell shares in Q3 2026, an estimated $66.1K.
  • Honeywell made up 0.15% of Aviso Wealth Management's portfolio in Q3 2026, its #103 holding.
  • Aviso Wealth Management first reported a position in Honeywell in Q4 2023 and has held it in 12 quarters since.
  • Aviso Wealth Management's Honeywell position peaked at $1.83M in Q4 2024.
  • 1,508 funds tracked by Wall St. Rank held Honeywell as of Q3 2026.

Based on Aviso Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.