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 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CIM

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

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

Elevation Wealth Partners reduced its Honeywell (HON) stake by 14% in Q2 2026, selling an estimated $3.12K and leaving 89 shares worth $19.9K. The position accounts for 0.01% of the portfolio, ranked #597.

Elevation Wealth Partners first reported a position in HON in Q1 2023 and has held it in 14 quarters since. The position peaked at $112K in Q2 2025. 869 funds tracked by Wall St. Rank hold HON as of Q2 2026.

Elevation Wealth Partners held 89 shares of Honeywell worth $19.9K as of Q2 2026.
Elevation Wealth Partners sold 14 Honeywell shares in Q2 2026, an estimated $3.12K.
Honeywell made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #597 holding.
Elevation Wealth Partners first reported a position in Honeywell in Q1 2023 and has held it in 14 quarters since.
Elevation Wealth Partners's Honeywell position peaked at $112K in Q2 2025.
869 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.