Curated Wealth Partners’s Honeywell HON Stock Holding History

Curated 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 Q2	$1.11M	Buy	155,622 +154,692	+16,634%	+$34.5M	0.14%	125
2026 Q1	$210K	Buy	+930	New	+$213K	0.03%	212
2022 Q2	–	Sell	-1,366	Closed	-$267K	–	145
2022 Q1	$267K	Hold	1,366	–	–	0.09%	119
2021 Q4	$267K	Buy	1,366 +51	+4%	+$10.3K	0.09%	123
2021 Q3	$263K	Buy	1,315 +3	+0.2%	+$640	0.15%	119
2021 Q2	$271K	Sell	1,312 -98	-7%	-$20.7K	0.15%	117
2021 Q1	$288K	Sell	1,410 -174	-11%	-$34K	0.18%	107
2020 Q4	$318K	Buy	+1,584	New	+$288K	0.21%	98

Other funds holding HON

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Curated Wealth Partners's HON Position: Q2 2026 in Review

Curated Wealth Partners increased its Honeywell (HON) stake by 16,634% in Q2 2026, buying an estimated $34.5M and bringing the position to 155,622 shares worth $1.11M. The position accounts for 0.14% of the portfolio, ranked #125.

Curated Wealth Partners first reported a position in HON in Q4 2020 and has held it in 8 quarters since. 699 funds tracked by Wall St. Rank hold HON as of Q2 2026.

Curated Wealth Partners held 155,622 shares of Honeywell worth $1.11M as of Q2 2026.
Curated Wealth Partners bought 154,692 Honeywell shares in Q2 2026, an estimated $34.5M.
Honeywell made up 0.14% of Curated Wealth Partners's portfolio in Q2 2026, its #125 holding.
Curated Wealth Partners first reported a position in Honeywell in Q4 2020 and has held it in 8 quarters since.
699 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.