Consilium Wealth Advisory
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Consilium Wealth Advisory’s Honeywell HON Stock Holding History

Consilium Wealth Advisory’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 		– Sell
-2,593
Closed -$581K – 102
2026
Q2 		$581K Buy
2,593
+1,443
+125% +$322K 0.17% 70
2026
Q1 		$260K Hold
1,150
– – 0.09% 90
2025
Q4 		$224K Sell
1,150
-70
-6% -$13.7K 0.08% 90
2025
Q3 		$242K Hold
1,220
– – 0.09% 92
2025
Q2 		$268K Sell
1,220
-27
-2% -$5.46K 0.11% 86
2025
Q1 		$249K Buy
1,247
+27
+2% +$5.46K 0.12% 81
2024
Q4 		$260K Hold
1,220
– – 0.12% 82
2024
Q3 		$238K Hold
1,220
– – 0.13% 79
2024
Q2 		$246K Sell
1,220
-38
-3% -$7.23K 0.13% 80
2024
Q1 		$243K Sell
1,258
-50
-4% -$9.41K 0.14% 80
2023
Q4 		$259K Hold
1,308
– – 0.16% 81
2023
Q3 		$228K Sell
1,308
-3,021
-70% -$553K 0.16% 78
2023
Q2 		$847K Buy
4,329
+253
+6% +$47K 0.59% 32
2023
Q1 		$734K Sell
4,076
-482
-11% -$90.6K 0.63% 32
2022
Q4 		$921K Sell
4,558
-575
-11% -$110K 0.79% 29
2022
Q3 		$808K Buy
5,133
+206
+4% +$35.9K 0.9% 27
2022
Q2 		$807K Sell
4,927
-120
-2% -$21.5K 0.87% 32
2022
Q1 		$926K Buy
5,047
+67
+1% +$12.4K 0.66% 35
2021
Q4 		$979K Buy
+4,980
New +$1.01M 0.63% 37

Other funds holding HON

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Cincinnati Financial Corp
Cincinnati Financial Corp Fairfield, Ohio $5.32B AUM 18.6% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return

Consilium Wealth Advisory's HON Position: Q3 2026 in Review

Consilium Wealth Advisory sold out of Honeywell (HON) in Q3 2026, closing a stake of 2,593 shares — an estimated $581K sold.

Consilium Wealth Advisory first reported a position in HON in Q4 2021 and held it in 19 quarters. The position peaked at $979K in Q4 2021. 1,143 funds tracked by Wall St. Rank hold HON as of Q3 2026.

  • Consilium Wealth Advisory reported no remaining Honeywell position as of Q3 2026 after selling out during the quarter.
  • Consilium Wealth Advisory sold 2,593 Honeywell shares in Q3 2026, an estimated $581K.
  • Consilium Wealth Advisory first reported a position in Honeywell in Q4 2021 and held it in 19 quarters.
  • Consilium Wealth Advisory's Honeywell position peaked at $979K in Q4 2021.
  • 1,143 funds tracked by Wall St. Rank held Honeywell as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.