Ferguson Shapiro’s Honeywell HON Stock Holding History

Ferguson Shapiro’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	–	Sell	-1,699	Closed	-$384K	–	100
2026 Q1	$384K	Buy	1,699 +27	+2%	+$6.17K	0.12%	48
2025 Q4	$326K	Sell	1,672 -102	-6%	-$20K	0.1%	58
2025 Q3	$352K	Hold	1,774	–	–	0.11%	47
2025 Q2	$389K	Hold	1,774	–	–	0.13%	48
2025 Q1	$354K	Hold	1,774	–	–	0.13%	50
2024 Q4	$378K	Hold	1,774	–	–	0.14%	44
2024 Q3	$346K	Hold	1,774	–	–	0.13%	45
2024 Q2	$357K	Hold	1,774	–	–	0.14%	45
2024 Q1	$343K	Hold	1,774	–	–	0.16%	30
2023 Q4	$351K	Hold	1,774	–	–	0.17%	28
2023 Q3	$309K	Hold	1,774	–	–	0.17%	23
2023 Q2	$347K	Hold	1,774	–	–	0.23%	21
2023 Q1	$320K	Hold	1,774	–	–	0.27%	20
2022 Q4	$358K	Hold	1,774	–	–	0.26%	27
2022 Q3	$279K	Hold	1,774	–	–	0.17%	38
2022 Q2	$291K	Buy	+1,774	New	+$319K	0.18%	34

Other funds holding HON

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

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

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return