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Gratus Wealth Advisors’s Honeywell HON Stock Holding History

Gratus 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 		$227K Sell
1,016
-1,015
-50% -$226K 0.03% 130
2026
Q1 		$459K Buy
2,031
+262
+15% +$59.9K 0.07% 96
2025
Q4 		$345K Sell
1,769
-316
-15% -$61.8K 0.05% 109
2025
Q3 		$414K Hold
2,085
– – 0.06% 100
2025
Q2 		$458K Buy
2,085
+1
+0% +$202 0.07% 97
2025
Q1 		$416K Buy
2,084
+79
+4% +$16K 0.07% 99
2024
Q4 		$427K Hold
2,005
– – 0.07% 96
2024
Q3 		$384K Hold
2,005
– – 0.06% 100
2024
Q2 		$406K Sell
2,005
-93
-4% -$17.7K 0.07% 97
2024
Q1 		$378K Sell
2,098
-916
-30% -$172K 0.07% 102
2023
Q4 		$596K Buy
+3,014
New +$543K 0.12% 75

Other funds holding HON

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

Gratus Wealth Advisors reduced its Honeywell (HON) stake by 50% in Q2 2026, selling an estimated $226K and leaving 1,016 shares worth $227K. The position accounts for 0.03% of the portfolio, ranked #130.

Gratus Wealth Advisors first reported a position in HON in Q4 2023 and has held it in 11 quarters since. The position peaked at $596K in Q4 2023. 896 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Gratus Wealth Advisors held 1,016 shares of Honeywell worth $227K as of Q2 2026.
  • Gratus Wealth Advisors sold 1,015 Honeywell shares in Q2 2026, an estimated $226K.
  • Honeywell made up 0.03% of Gratus Wealth Advisors's portfolio in Q2 2026, its #130 holding.
  • Gratus Wealth Advisors first reported a position in Honeywell in Q4 2023 and has held it in 11 quarters since.
  • Gratus Wealth Advisors's Honeywell position peaked at $596K in Q4 2023.
  • 896 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.