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Cypress Wealth Services’s Honeywell HON Stock Holding History

Cypress Wealth 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
2020
Q4 		– Sell
-2,564
Closed -$398K – 373
2020
Q3 		$398K Buy
+2,564
New +$381K 0.1% 156

Other funds holding HON

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Cypress Wealth Services's HON Position: Q2 2026 in Review

Cypress Wealth Services reduced its Honeywell (HON) stake by 54% in Q2 2026, selling an estimated $326K and leaving 1,253 shares worth $281K. The position accounts for 0.03% of the portfolio, ranked #356.

Cypress Wealth Services first reported a position in HON in Q4 2017 and has held it in 34 quarters since. The position peaked at $795K in Q1 2021. 507 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Cypress Wealth Services held 1,253 shares of Honeywell worth $281K as of Q2 2026.
  • Cypress Wealth Services sold 1,461 Honeywell shares in Q2 2026, an estimated $326K.
  • Honeywell made up 0.03% of Cypress Wealth Services's portfolio in Q2 2026, its #356 holding.
  • Cypress Wealth Services first reported a position in Honeywell in Q4 2017 and has held it in 34 quarters since.
  • Cypress Wealth Services's Honeywell position peaked at $795K in Q1 2021.
  • 507 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.