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Beverly Hills Private Wealth’s Honeywell HON Stock Holding History

Beverly Hills Private Wealth’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 		$311K Sell
1,388
-5,361
-79% -$1.2M 0.06% 193
2026
Q1 		$1.53M Buy
6,749
+46
+0.7% +$10.5K 0.25% 104
2025
Q4 		$1.31M Buy
6,703
+755
+13% +$148K 0.22% 112
2025
Q3 		$1.18M Sell
5,948
-208
-3% -$43.5K 0.21% 116
2025
Q2 		$1.35M Sell
6,156
-329
-5% -$66.6K 0.25% 102
2025
Q1 		$1.29M Sell
6,485
-148
-2% -$29.9K 0.26% 102
2024
Q4 		$1.41M Sell
6,633
-314
-5% -$65.5K 0.29% 96
2024
Q3 		$1.35M Sell
6,947
-1,380
-17% -$268K 0.27% 100
2024
Q2 		$1.68M Sell
8,327
-1,376
-14% -$262K 0.36% 75
2024
Q1 		$1.88M Sell
9,703
-676
-7% -$127K 0.43% 62
2023
Q4 		$2.05M Sell
10,379
-391
-4% -$70.5K 0.54% 52
2023
Q3 		$1.88M Sell
10,770
-9,724
-47% -$1.78M 0.56% 51
2023
Q2 		$3.65M Buy
20,494
+9,712
+90% +$1.8M 0.6% 51
2023
Q1 		$1.94M Buy
10,782
+2,182
+25% +$410K 0.6% 50
2022
Q4 		$1.74M Buy
+8,600
New +$1.64M 0.76% 42

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

Beverly Hills Private Wealth's HON Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Honeywell (HON) stake by 79% in Q2 2026, selling an estimated $1.2M and leaving 1,388 shares worth $311K. The position accounts for 0.06% of the portfolio, ranked #193.

Beverly Hills Private Wealth first reported a position in HON in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.65M in Q2 2023. 2,155 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Beverly Hills Private Wealth held 1,388 shares of Honeywell worth $311K as of Q2 2026.
  • Beverly Hills Private Wealth sold 5,361 Honeywell shares in Q2 2026, an estimated $1.2M.
  • Honeywell made up 0.06% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #193 holding.
  • Beverly Hills Private Wealth first reported a position in Honeywell in Q4 2022 and has held it in 15 quarters since.
  • Beverly Hills Private Wealth's Honeywell position peaked at $3.65M in Q2 2023.
  • 2,155 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.