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Broadway Wealth Solutions’s Honeywell HON Stock Holding History

Broadway Wealth Solutions’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 		– Sell
-1,153
Closed -$261K – 97
2026
Q1 		$261K Sell
1,153
-137
-11% -$31.3K 0.13% 81
2025
Q4 		$252K Sell
1,290
-157
-11% -$30.7K 0.13% 80
2025
Q3 		$287K Sell
1,447
-61
-4% -$12.7K 0.16% 74
2025
Q2 		$331K Sell
1,508
-1,400
-48% -$283K 0.21% 50
2025
Q1 		$580K Sell
2,908
-79
-3% -$16K 0.42% 21
2024
Q4 		$636K Buy
+2,987
New +$623K 0.48% 21

Other funds holding HON

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Broadway Wealth Solutions's HON Position: Q2 2026 in Review

Broadway Wealth Solutions sold out of Honeywell (HON) in Q2 2026, closing a stake of 1,153 shares — an estimated $261K sold.

Broadway Wealth Solutions first reported a position in HON in Q4 2024 and held it in 6 quarters. The position peaked at $636K in Q4 2024. 632 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Broadway Wealth Solutions reported no remaining Honeywell position as of Q2 2026 after selling out during the quarter.
  • Broadway Wealth Solutions sold 1,153 Honeywell shares in Q2 2026, an estimated $261K.
  • Broadway Wealth Solutions first reported a position in Honeywell in Q4 2024 and held it in 6 quarters.
  • Broadway Wealth Solutions's Honeywell position peaked at $636K in Q4 2024.
  • 632 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Broadway Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.