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Balboa Wealth Partners’s Honeywell HON Stock Holding History

Balboa Wealth Partners’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 		$232K Sell
1,034
-544
-34% -$121K 0.03% 406
2026
Q1 		$357K Buy
1,578
+48
+3% +$11K 0.06% 262
2025
Q4 		$298K Buy
+1,530
New +$299K 0.05% 292
2025
Q1 		– Sell
-1,702
Closed -$362K – 347
2024
Q4 		$362K Buy
1,702
+341
+25% +$71.1K 0.08% 180
2024
Q3 		$265K Buy
1,361
+22
+2% +$4.27K 0.07% 202
2024
Q2 		$269K Buy
+1,339
New +$255K 0.07% 208
2023
Q1 		– Sell
-999
Closed -$202K – 309
2022
Q4 		$202K Buy
+999
New +$191K 0.09% 211

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

Balboa Wealth Partners's HON Position: Q2 2026 in Review

Balboa Wealth Partners reduced its Honeywell (HON) stake by 34% in Q2 2026, selling an estimated $121K and leaving 1,034 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #406.

Balboa Wealth Partners first reported a position in HON in Q4 2022 and has held it in 7 quarters since. The position peaked at $362K in Q4 2024. 2,155 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Balboa Wealth Partners held 1,034 shares of Honeywell worth $232K as of Q2 2026.
  • Balboa Wealth Partners sold 544 Honeywell shares in Q2 2026, an estimated $121K.
  • Honeywell made up 0.03% of Balboa Wealth Partners's portfolio in Q2 2026, its #406 holding.
  • Balboa Wealth Partners first reported a position in Honeywell in Q4 2022 and has held it in 7 quarters since.
  • Balboa Wealth Partners's Honeywell position peaked at $362K in Q4 2024.
  • 2,155 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.