GoalVest Advisory’s Honeywell Aerospace HONA Stock Holding History

GoalVest Advisory’s Portfolio HONA Stock Details HONA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.55K	Buy	+7	New	+$1.54K	﹤0.01%	467

Other funds holding HONA

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 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

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 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

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

GoalVest Advisory's HONA Position: Q2 2026 in Review

GoalVest Advisory opened a new position in Honeywell Aerospace (HONA) in Q2 2026: 7 shares worth $1.55K. The stake represents ﹤0.01% of the portfolio and ranks #467 among its holdings.

293 funds tracked by Wall St. Rank hold HONA as of Q2 2026.

GoalVest Advisory held 7 shares of Honeywell Aerospace worth $1.55K as of Q2 2026.
Honeywell Aerospace was a new GoalVest Advisory position in Q2 2026.
Honeywell Aerospace made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #467 holding.
293 funds tracked by Wall St. Rank held Honeywell Aerospace as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.