EWA
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EverSource Wealth Advisors’s Honeywell HON Stock Holding History

EverSource Wealth 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 		$385K Sell
1,721
-3,180
-65% -$709K 0.01% 688
2026
Q1 		$1.11M Buy
4,901
+1,580
+48% +$361K 0.03% 355
2025
Q4 		$648K Sell
3,321
-92
-3% -$18K 0.02% 457
2025
Q3 		$677K Sell
3,413
-165
-5% -$34.5K 0.03% 406
2025
Q2 		$785K Buy
3,578
+55
+2% +$11.1K 0.04% 332
2025
Q1 		$703K Buy
3,523
+275
+8% +$55.6K 0.04% 315
2024
Q4 		$691K Sell
3,248
-354
-10% -$73.8K 0.04% 306
2024
Q3 		$702K Buy
3,602
+217
+6% +$42.1K 0.04% 276
2024
Q2 		$653K Buy
3,385
+788
+30% +$150K 0.04% 275
2024
Q1 		$472K Buy
2,597
+393
+18% +$74K 0.04% 276
2023
Q4 		$436K Buy
2,204
+525
+31% +$94.7K 0.04% 264
2023
Q3 		$292K Sell
1,679
-18
-1% -$3.29K 0.03% 314
2023
Q2 		$332K Buy
1,697
+31
+2% +$5.76K 0.04% 286
2023
Q1 		$300K Sell
1,666
-45
-3% -$8.46K 0.04% 302
2022
Q4 		$346K Sell
1,711
-53
-3% -$10.1K 0.05% 257
2022
Q3 		$278K Sell
1,764
-655
-27% -$114K 0.06% 250
2022
Q2 		$397K Sell
2,419
-103
-4% -$18.5K 0.1% 176
2022
Q1 		$463K Buy
2,522
+831
+49% +$154K 0.12% 160
2021
Q4 		$332K Buy
+1,691
New +$341K 0.09% 163

Other funds holding HON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

EverSource Wealth Advisors's HON Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Honeywell (HON) stake by 65% in Q2 2026, selling an estimated $709K and leaving 1,721 shares worth $385K. The position accounts for 0.01% of the portfolio, ranked #688.

EverSource Wealth Advisors first reported a position in HON in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.11M in Q1 2026. 2,155 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • EverSource Wealth Advisors held 1,721 shares of Honeywell worth $385K as of Q2 2026.
  • EverSource Wealth Advisors sold 3,180 Honeywell shares in Q2 2026, an estimated $709K.
  • Honeywell made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #688 holding.
  • EverSource Wealth Advisors first reported a position in Honeywell in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Honeywell position peaked at $1.11M in Q1 2026.
  • 2,155 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.