Burling Wealth Partners
HON icon

Burling Wealth Partners’s Honeywell HON Stock Holding History

Burling 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
Q3 		$3.31M Sell
15,687
-787
-5% -$176K 0.47% 51
2026
Q2 		$3.69M Sell
16,474
-16,842
-51% -$3.76M 0.54% 45
2026
Q1 		$7.53M Buy
33,316
+280
+0.8% +$64K 1.22% 25
2025
Q4 		$6.44M Sell
33,036
-3,281
-9% -$642K 1% 26
2025
Q3 		$7.21M Buy
36,317
+2,702
+8% +$564K 1.19% 22
2025
Q2 		$7.38M Buy
33,615
+2,696
+9% +$546K 1.36% 19
2025
Q1 		$6.17M Buy
30,919
+2,870
+10% +$581K 1.3% 18
2024
Q4 		$5.97M Buy
+28,049
New +$5.85M 1.22% 23

Other funds holding HON

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Burling Wealth Partners's HON Position: Q3 2026 in Review

Burling Wealth Partners reduced its Honeywell (HON) stake by 4.8% in Q3 2026, selling an estimated $176K and leaving 15,687 shares worth $3.31M. The position accounts for 0.47% of the portfolio, ranked #51.

Burling Wealth Partners first reported a position in HON in Q4 2024 and has held it in 8 quarters since. The position peaked at $7.53M in Q1 2026. 1,508 funds tracked by Wall St. Rank hold HON as of Q3 2026.

  • Burling Wealth Partners held 15,687 shares of Honeywell worth $3.31M as of Q3 2026.
  • Burling Wealth Partners sold 787 Honeywell shares in Q3 2026, an estimated $176K.
  • Honeywell made up 0.47% of Burling Wealth Partners's portfolio in Q3 2026, its #51 holding.
  • Burling Wealth Partners first reported a position in Honeywell in Q4 2024 and has held it in 8 quarters since.
  • Burling Wealth Partners's Honeywell position peaked at $7.53M in Q1 2026.
  • 1,508 funds tracked by Wall St. Rank held Honeywell as of Q3 2026.

Based on Burling Wealth Partners's 13F filing for Q3 2026, filed 9 Nov 2026.