FWM
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Forza Wealth Management’s Honeywell HON Stock Holding History

Forza Wealth Management’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
-1,314
Closed -$297K – 196
2026
Q1 		$297K Hold
1,314
– – 0.1% 162
2025
Q4 		$256K Sell
1,314
-80
-6% -$15.6K 0.09% 170
2025
Q3 		$277K Hold
1,394
– – 0.11% 164
2025
Q2 		$306K Sell
1,394
-75
-5% -$15.2K 0.13% 153
2025
Q1 		$293K Hold
1,469
– – 0.13% 151
2024
Q4 		$313K Hold
1,469
– – 0.14% 151
2024
Q3 		$286K Buy
1,469
+75
+5% +$14.5K 0.13% 152
2024
Q2 		$281K Hold
1,394
– – 0.14% 146
2024
Q1 		$270K Sell
1,394
-53
-4% -$9.98K 0.14% 149
2023
Q4 		$286K Hold
1,447
– – 0.16% 141
2023
Q3 		$252K Hold
1,447
– – 0.13% 158
2023
Q2 		$283K Sell
1,447
-106
-7% -$19.7K 0.14% 155
2023
Q1 		$280K Hold
1,553
– – 0.14% 150
2022
Q4 		$314K Buy
+1,553
New +$297K 0.21% 114

Other funds holding HON

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PFS
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Forza Wealth Management's HON Position: Q2 2026 in Review

Forza Wealth Management sold out of Honeywell (HON) in Q2 2026, closing a stake of 1,314 shares — an estimated $297K sold.

Forza Wealth Management first reported a position in HON in Q4 2022 and held it in 14 quarters. The position peaked at $314K in Q4 2022. 418 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Forza Wealth Management reported no remaining Honeywell position as of Q2 2026 after selling out during the quarter.
  • Forza Wealth Management sold 1,314 Honeywell shares in Q2 2026, an estimated $297K.
  • Forza Wealth Management first reported a position in Honeywell in Q4 2022 and held it in 14 quarters.
  • Forza Wealth Management's Honeywell position peaked at $314K in Q4 2022.
  • 418 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.