CIA
HONA

Cape Investment Advisory’s Honeywell Aerospace HONA Stock Holding History

Cape Investment Advisory’s Portfolio HONA Stock Details HONA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$130K Buy
837
+484
+137% +$88K 0.03% 314
2026
Q2 		$78K Buy
+353
New +$77.9K 0.02% 388

Other funds holding HONA

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

Cape Investment Advisory's HONA Position: Q3 2026 in Review

Cape Investment Advisory increased its Honeywell Aerospace (HONA) stake by 137% in Q3 2026, buying an estimated $88K and bringing the position to 837 shares worth $130K. The position accounts for 0.03% of the portfolio, ranked #314.

Cape Investment Advisory first reported a position in HONA in Q2 2026 and has held it in 2 quarters since. 174 funds tracked by Wall St. Rank hold HONA as of Q3 2026.

  • Cape Investment Advisory held 837 shares of Honeywell Aerospace worth $130K as of Q3 2026.
  • Cape Investment Advisory bought 484 Honeywell Aerospace shares in Q3 2026, an estimated $88K.
  • Honeywell Aerospace made up 0.03% of Cape Investment Advisory's portfolio in Q3 2026, its #314 holding.
  • Cape Investment Advisory first reported a position in Honeywell Aerospace in Q2 2026 and has held it in 2 quarters since.
  • 174 funds tracked by Wall St. Rank held Honeywell Aerospace as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.