BTWM
HONA

Baker Tilly Wealth Management’s Honeywell Aerospace HONA Stock Holding History

Baker Tilly Wealth Management’s Portfolio HONA Stock Details HONA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$675K Buy
4,354
+3,079
+241% +$560K 0.13% 135
2026
Q2 		$282K Buy
+1,275
New +$281K 0.06% 230

Other funds holding HONA

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

Baker Tilly Wealth Management's HONA Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its Honeywell Aerospace (HONA) stake by 241% in Q3 2026, buying an estimated $560K and bringing the position to 4,354 shares worth $675K. The position accounts for 0.13% of the portfolio, ranked #135.

Baker Tilly Wealth Management first reported a position in HONA in Q2 2026 and has held it in 2 quarters since. 154 funds tracked by Wall St. Rank hold HONA as of Q3 2026.

  • Baker Tilly Wealth Management held 4,354 shares of Honeywell Aerospace worth $675K as of Q3 2026.
  • Baker Tilly Wealth Management bought 3,079 Honeywell Aerospace shares in Q3 2026, an estimated $560K.
  • Honeywell Aerospace made up 0.13% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #135 holding.
  • Baker Tilly Wealth Management first reported a position in Honeywell Aerospace in Q2 2026 and has held it in 2 quarters since.
  • 154 funds tracked by Wall St. Rank held Honeywell Aerospace as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.