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Bestgate Wealth Advisors’s Honeywell HON Stock Holding History

Bestgate Wealth Advisors’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
Q1 		$273K Sell
1,208
-154
-11% -$35.2K 0.49% 41
2025
Q4 		$266K Sell
1,362
-82
-6% -$16K 0.47% 44
2025
Q3 		$286K Sell
1,444
-16
-1% -$3.34K 0.51% 44
2025
Q2 		$291K Hold
1,460
– – 0.6% 39
2025
Q1 		$291K Buy
1,460
+1
+0.1% +$202 0.6% 39
2024
Q4 		$311K Buy
+1,459
New +$304K 0.62% 41

Other funds holding HON

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Bestgate Wealth Advisors's HON Position: Q1 2026 in Review

Bestgate Wealth Advisors reduced its Honeywell (HON) stake by 11% in Q1 2026, selling an estimated $35.2K and leaving 1,208 shares worth $273K. The position accounts for 0.49% of the portfolio, ranked #41.

Bestgate Wealth Advisors first reported a position in HON in Q4 2024 and has held it in 6 quarters since. The position peaked at $311K in Q4 2024. 2,793 funds tracked by Wall St. Rank hold HON as of Q1 2026.

  • Bestgate Wealth Advisors held 1,208 shares of Honeywell worth $273K as of Q1 2026.
  • Bestgate Wealth Advisors sold 154 Honeywell shares in Q1 2026, an estimated $35.2K.
  • Honeywell made up 0.49% of Bestgate Wealth Advisors's portfolio in Q1 2026, its #41 holding.
  • Bestgate Wealth Advisors first reported a position in Honeywell in Q4 2024 and has held it in 6 quarters since.
  • Bestgate Wealth Advisors's Honeywell position peaked at $311K in Q4 2024.
  • 2,793 funds tracked by Wall St. Rank held Honeywell as of Q1 2026.

Based on Bestgate Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.