HIW
HON icon

Holos Integrated Wealth’s Honeywell HON Stock Holding History

Holos Integrated Wealth’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 		$14.6K Sell
65
-65
-50% -$14.5K 0.01% 238
2026
Q1 		$29.1K Hold
130
– – 0.01% 184
2025
Q4 		$25.5K Sell
130
-8
-6% -$1.56K 0.01% 152
2025
Q3 		$26.1K Hold
138
– – 0.02% 148
2025
Q2 		$28.1K Hold
138
– – 0.02% 143
2025
Q1 		$27.5K Hold
138
– – 0.02% 139
2024
Q4 		$29.4K Buy
+138
New +$28.8K 0.02% 131

Other funds holding HON

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Holos Integrated Wealth's HON Position: Q2 2026 in Review

Holos Integrated Wealth reduced its Honeywell (HON) stake by 50% in Q2 2026, selling an estimated $14.5K and leaving 65 shares worth $14.6K. The position accounts for 0.01% of the portfolio, ranked #238.

Holos Integrated Wealth first reported a position in HON in Q4 2024 and has held it in 7 quarters since. The position peaked at $29.4K in Q4 2024. 632 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Holos Integrated Wealth held 65 shares of Honeywell worth $14.6K as of Q2 2026.
  • Holos Integrated Wealth sold 65 Honeywell shares in Q2 2026, an estimated $14.5K.
  • Honeywell made up 0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #238 holding.
  • Holos Integrated Wealth first reported a position in Honeywell in Q4 2024 and has held it in 7 quarters since.
  • Holos Integrated Wealth's Honeywell position peaked at $29.4K in Q4 2024.
  • 632 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.