Cambiar Investors’s Honeywell HON Stock Holding History

Cambiar Investors’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	$29.7M	Sell	132,493 -120,807	-48%	-$27M	1.29%	37
2026 Q1	$57.3M	Sell	253,300 -11,344	-4%	-$2.59M	2.65%	7
2025 Q4	$51.6M	Buy	+264,644	New	+$51.8M	2.31%	15
2016 Q1	–	Sell	-2,977	Closed	-$277K	–	145
2015 Q4	$277K	Sell	2,977 -772,401	-100%	-$70.8M	﹤0.01%	146
2015 Q3	$66M	Sell	775,378 -3,813	-0.5%	-$347K	0.97%	46
2015 Q2	$71.4M	Sell	779,191 -54,740	-7%	-$5.1M	1%	47
2015 Q1	$78.2M	Sell	833,931 -14,097	-2%	-$1.29M	1.13%	34
2014 Q4	$76.1M	Sell	848,028 -323,722	-28%	-$27.8M	1.16%	32
2014 Q3	$98M	Sell	1,171,750 -35,420	-3%	-$3.01M	1.4%	26
2014 Q2	$101M	Sell	1,207,170 -34,648	-3%	-$2.9M	1.41%	26
2014 Q1	$104M	Sell	1,241,818 -56,644	-4%	-$4.69M	1.53%	21
2013 Q4	$107M	Sell	1,298,462 -57,776	-4%	-$4.52M	1.57%	15
2013 Q3	$101M	Sell	1,356,238 -55,944	-4%	-$4.15M	1.66%	15
2013 Q2	$101M	Buy	+1,412,182	New	+$97.4M	1.63%	24

Other funds holding HON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Cambiar Investors's HON Position: Q2 2026 in Review

Cambiar Investors reduced its Honeywell (HON) stake by 48% in Q2 2026, selling an estimated $27M and leaving 132,493 shares worth $29.7M. The position accounts for 1.29% of the portfolio, ranked #37.

Cambiar Investors first reported a position in HON in Q2 2013 and has held it in 14 quarters since. The position peaked at $107M in Q4 2013. 2,150 funds tracked by Wall St. Rank hold HON as of Q2 2026.

Cambiar Investors held 132,493 shares of Honeywell worth $29.7M as of Q2 2026.
Cambiar Investors sold 120,807 Honeywell shares in Q2 2026, an estimated $27M.
Honeywell made up 1.29% of Cambiar Investors's portfolio in Q2 2026, its #37 holding.
Cambiar Investors first reported a position in Honeywell in Q2 2013 and has held it in 14 quarters since.
Cambiar Investors's Honeywell position peaked at $107M in Q4 2013.
2,150 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Cambiar Investors's 13F filing for Q2 2026, filed 31 Jul 2026.