Evernest Financial Advisors’s Honeywell HON Stock Holding History

Evernest Financial Advisors’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	$397K	Sell	1,775 -1,821	-51%	-$406K	0.08%	131
2026 Q1	$762K	Buy	3,596 +6	+0.2%	+$1.37K	0.16%	91
2025 Q4	$861K	Sell	3,590 -466	-11%	-$91.2K	0.18%	86
2025 Q3	$805K	Buy	4,056 +2	+0%	+$418	0.23%	87
2025 Q2	$890K	Buy	4,054 +13	+0.3%	+$2.63K	0.29%	73
2025 Q1	$807K	Buy	4,041 +270	+7%	+$54.6K	0.29%	80
2024 Q4	$803K	Sell	3,771 -145	-4%	-$30.2K	0.21%	77
2024 Q3	$763K	Sell	3,916 -363	-8%	-$70.4K	0.21%	81
2024 Q2	$861K	Sell	4,279 -318	-7%	-$60.5K	0.39%	60
2024 Q1	$842K	Sell	4,597 -2,860	-38%	-$539K	0.4%	55
2023 Q4	$1.47M	Buy	+7,457	New	+$1.34M	0.75%	34
2021 Q4	$804K	Buy	+4,378	New	+$884K	0.42%	52

Other funds holding HON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Evernest Financial Advisors's HON Position: Q2 2026 in Review

Evernest Financial Advisors reduced its Honeywell (HON) stake by 51% in Q2 2026, selling an estimated $406K and leaving 1,775 shares worth $397K. The position accounts for 0.08% of the portfolio, ranked #131.

Evernest Financial Advisors first reported a position in HON in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.47M in Q4 2023. 2,162 funds tracked by Wall St. Rank hold HON as of Q2 2026.

Evernest Financial Advisors held 1,775 shares of Honeywell worth $397K as of Q2 2026.
Evernest Financial Advisors sold 1,821 Honeywell shares in Q2 2026, an estimated $406K.
Honeywell made up 0.08% of Evernest Financial Advisors's portfolio in Q2 2026, its #131 holding.
Evernest Financial Advisors first reported a position in Honeywell in Q4 2021 and has held it in 12 quarters since.
Evernest Financial Advisors's Honeywell position peaked at $1.47M in Q4 2023.
2,162 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.