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Elevation Wealth Partners’s Honeywell HON Stock Holding History

Elevation 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
Q3 		$22.8K Buy
108
+19
+21% +$4.24K 0.01% 641
2026
Q2 		$19.9K Sell
89
-14
-14% -$3.12K 0.01% 597
2026
Q1 		$23.3K Buy
103
+8
+8% +$1.83K 0.01% 351
2025
Q4 		$18.5K Sell
95
-445
-82% -$87K 0.01% 390
2025
Q3 		$107K Buy
540
+31
+6% +$6.48K 0.04% 166
2025
Q2 		$112K Hold
509
– – 0.04% 165
2025
Q1 		$102K Hold
509
– – 0.04% 169
2024
Q4 		$108K Hold
509
– – 0.05% 160
2024
Q3 		$99.2K Buy
509
+53
+12% +$10.3K 0.04% 169
2024
Q2 		$91.8K Hold
456
– – 0.04% 168
2024
Q1 		$88.3K Hold
456
– – 0.04% 168
2023
Q4 		$79.4K Hold
456
– – 0.05% 172
2023
Q3 		$79.4K Hold
456
– – 0.07% 114
2023
Q2 		$89.2K Hold
456
– – 0.08% 110
2023
Q1 		$82.2K Buy
+456
New +$85.7K 0.08% 116

Other funds holding HON

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

Elevation Wealth Partners's HON Position: Q3 2026 in Review

Elevation Wealth Partners increased its Honeywell (HON) stake by 21% in Q3 2026, buying an estimated $4.24K and bringing the position to 108 shares worth $22.8K. The position accounts for 0.01% of the portfolio, ranked #641.

Elevation Wealth Partners first reported a position in HON in Q1 2023 and has held it in 15 quarters since. The position peaked at $112K in Q2 2025. 192 funds tracked by Wall St. Rank hold HON as of Q3 2026.

  • Elevation Wealth Partners held 108 shares of Honeywell worth $22.8K as of Q3 2026.
  • Elevation Wealth Partners bought 19 Honeywell shares in Q3 2026, an estimated $4.24K.
  • Honeywell made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #641 holding.
  • Elevation Wealth Partners first reported a position in Honeywell in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's Honeywell position peaked at $112K in Q2 2025.
  • 192 funds tracked by Wall St. Rank held Honeywell as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.