Heritage Wealth Advisors’s Honeywell HON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $272K | Sell |
1,216
-1,219
| -50% | -$272K | 0.01% | 196 |
|
|
2026
Q1 | $550K | Sell |
2,435
-77
| -3% | -$17.6K | 0.02% | 119 |
|
|
2025
Q4 | $490K | Sell |
2,512
-153
| -6% | -$29.9K | 0.02% | 145 |
|
|
2025
Q3 | $529K | Hold |
2,665
| – | – | 0.02% | 125 |
|
|
2025
Q2 | $585K | Hold |
2,665
| – | – | 0.03% | 118 |
|
|
2025
Q1 | $532K | Sell |
2,665
-935
| -26% | -$189K | 0.03% | 122 |
|
|
2024
Q4 | $766K | Buy |
3,600
+2
| +0.1% | +$417 | 0.04% | 102 |
|
|
2024
Q3 | $701K | Sell |
3,598
-492
| -12% | -$95.4K | 0.03% | 114 |
|
|
2024
Q2 | $823K | Sell |
4,090
-74
| -2% | -$14.1K | 0.04% | 93 |
|
|
2024
Q1 | $806K | Hold |
4,164
| – | – | 0.04% | 101 |
|
|
2023
Q4 | $823K | Hold |
4,164
| – | – | 0.04% | 101 |
|
|
2023
Q3 | $725K | Sell |
4,164
-7
| -0.2% | -$1.28K | 0.04% | 101 |
|
|
2023
Q2 | $816K | Buy |
4,171
+28
| +0.7% | +$5.2K | 0.04% | 96 |
|
|
2023
Q1 | $746K | Sell |
4,143
-141
| -3% | -$26.5K | 0.04% | 96 |
|
|
2022
Q4 | $865K | Buy |
4,284
+256
| +6% | +$48.9K | 0.05% | 90 |
|
|
2022
Q3 | $634K | Sell |
4,028
-29
| -0.7% | -$5.05K | 0.05% | 99 |
|
|
2022
Q2 | $665K | Hold |
4,057
| – | – | 0.05% | 97 |
|
|
2022
Q1 | $744K | Sell |
4,057
-60
| -1% | -$11.1K | 0.04% | 102 |
|
|
2021
Q4 | $809K | Sell |
4,117
-141
| -3% | -$28.5K | 0.04% | 108 |
|
|
2021
Q3 | $852K | Hold |
4,258
| – | – | 0.05% | 97 |
|
|
2021
Q2 | $880K | Sell |
4,258
-1,105
| -21% | -$234K | 0.05% | 90 |
|
|
2021
Q1 | $1.1M | Sell |
5,363
-2,466
| -31% | -$482K | 0.07% | 81 |
|
|
2020
Q4 | $1.57M | Buy |
7,829
+4,361
| +126% | +$792K | 0.1% | 68 |
|
|
2020
Q3 | $538K | Hold |
3,468
| – | – | 0.07% | 91 |
|
|
2020
Q2 | $473K | Sell |
3,468
-113
| -3% | -$15K | 0.07% | 89 |
|
|
2020
Q1 | $452K | Sell |
3,581
-203
| -5% | -$31.4K | 0.08% | 86 |
|
|
2019
Q4 | $631K | Buy |
3,784
+629
| +20% | +$103K | 0.08% | 89 |
|
|
2019
Q3 | $503K | Hold |
3,155
| – | – | 0.07% | 97 |
|
|
2019
Q2 | $519K | Sell |
3,155
-160
| -5% | -$25.5K | 0.08% | 86 |
|
|
2019
Q1 | $496K | Hold |
3,315
| – | – | 0.08% | 83 |
|
|
2018
Q4 | $412K | Sell |
3,315
-233
| -7% | -$31.8K | 0.08% | 86 |
|
|
2018
Q3 | $533K | Hold |
3,548
| – | – | 0.1% | 78 |
|
|
2018
Q2 | $461K | Hold |
3,548
| – | – | 0.17% | 77 |
|
|
2018
Q1 | $463K | Sell |
3,548
-104
| -3% | -$14.4K | 0.19% | 73 |
|
|
2017
Q4 | $505K | Buy |
3,652
+179
| +5% | +$24K | 0.22% | 65 |
|
|
2017
Q3 | $445K | Buy |
3,473
+166
| +5% | +$20.6K | 0.22% | 63 |
|
|
2017
Q2 | $397K | Hold |
3,307
| – | – | 0.21% | 67 |
|
|
2017
Q1 | $372K | Hold |
3,307
| – | – | 0.2% | 68 |
|
|
2016
Q4 | $347K | Sell |
3,307
-17
| -0.5% | -$1.73K | 0.23% | 60 |
|
|
2016
Q3 | $350K | Buy |
3,324
+1,224
| +58% | +$128K | 0.24% | 55 |
|
|
2016
Q2 | $221K | Buy |
+2,100
| New | +$216K | 0.15% | 89 |
|
Other funds holding HON
Heritage Wealth Advisors's HON Position: Q2 2026 in Review
Heritage Wealth Advisors reduced its Honeywell (HON) stake by 50% in Q2 2026, selling an estimated $272K and leaving 1,216 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #196.
Heritage Wealth Advisors first reported a position in HON in Q2 2016 and has held it in 41 quarters since. The position peaked at $1.57M in Q4 2020. 2,155 funds tracked by Wall St. Rank hold HON as of Q2 2026.
- Heritage Wealth Advisors held 1,216 shares of Honeywell worth $272K as of Q2 2026.
- Heritage Wealth Advisors sold 1,219 Honeywell shares in Q2 2026, an estimated $272K.
- Honeywell made up 0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #196 holding.
- Heritage Wealth Advisors first reported a position in Honeywell in Q2 2016 and has held it in 41 quarters since.
- Heritage Wealth Advisors's Honeywell position peaked at $1.57M in Q4 2020.
- 2,155 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.
Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.