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Coordinated Financial Services’s Honeywell HON Stock Holding History

Coordinated Financial Services’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
Q1 		$496K Buy
2,195
+303
+16% +$69.2K 0.28% 100
2025
Q4 		$369K Sell
1,892
-88
-4% -$17.2K 0.21% 124
2025
Q3 		$393K Sell
1,980
-18
-0.9% -$3.76K 0.25% 109
2025
Q2 		$439K Buy
1,998
+3
+0.2% +$607 0.3% 90
2025
Q1 		$398K Buy
1,995
+301
+18% +$60.9K 0.31% 90
2024
Q4 		$361K Buy
+1,694
New +$353K 0.28% 97
2024
Q2 		$227K Sell
1,126
-119
-10% -$22.6K 0.19% 118
2024
Q1 		$241K Buy
+1,245
New +$234K 0.21% 110

Other funds holding HON

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Coordinated Financial Services's HON Position: Q1 2026 in Review

Coordinated Financial Services increased its Honeywell (HON) stake by 16% in Q1 2026, buying an estimated $69.2K and bringing the position to 2,195 shares worth $496K. The position accounts for 0.28% of the portfolio, ranked #100.

Coordinated Financial Services first reported a position in HON in Q1 2024 and has held it in 8 quarters since. 2,793 funds tracked by Wall St. Rank hold HON as of Q1 2026.

  • Coordinated Financial Services held 2,195 shares of Honeywell worth $496K as of Q1 2026.
  • Coordinated Financial Services bought 303 Honeywell shares in Q1 2026, an estimated $69.2K.
  • Honeywell made up 0.28% of Coordinated Financial Services's portfolio in Q1 2026, its #100 holding.
  • Coordinated Financial Services first reported a position in Honeywell in Q1 2024 and has held it in 8 quarters since.
  • 2,793 funds tracked by Wall St. Rank held Honeywell as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.