IFG
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Independent Financial Group’s Honeywell HON Stock Holding History

Independent Financial Group’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
Q3 		$1.42M Sell
6,726
-1,445
-18% -$322K 0.03% 562
2026
Q2 		$1.83M Sell
8,171
-6,614
-45% -$1.48M 0.03% 477
2026
Q1 		$3.34M Sell
14,785
-643
-4% -$147K 0.08% 270
2025
Q4 		$3.01M Buy
15,428
+1,924
+14% +$376K 0.07% 282
2025
Q3 		$2.68M Buy
13,504
+3,068
+29% +$641K 0.06% 300
2025
Q2 		$2.29M Buy
10,436
+319
+3% +$64.6K 0.06% 302
2025
Q1 		$2.02M Buy
10,117
+782
+8% +$158K 0.07% 273
2024
Q4 		$1.99M Buy
9,335
+3,226
+53% +$673K 0.07% 298
2024
Q3 		$1.19M Sell
6,109
-2,901
-32% -$563K 0.04% 395
2024
Q2 		$1.81M Buy
9,010
+694
+8% +$132K 0.07% 252
2024
Q1 		$1.61M Sell
8,316
-95
-1% -$17.9K 0.07% 261
2023
Q4 		$1.66M Sell
8,411
-62
-0.7% -$11.2K 0.09% 239
2023
Q3 		$1.48M Buy
8,473
+669
+9% +$122K 0.1% 234
2023
Q2 		$1.53M Buy
7,804
+345
+5% +$64.1K 0.11% 216
2023
Q1 		$1.34M Buy
7,459
+471
+7% +$88.6K 0.11% 216
2022
Q4 		$1.41M Buy
6,988
+165
+2% +$31.5K 0.12% 167
2022
Q3 		$1.07M Buy
6,823
+981
+17% +$171K 0.1% 211
2022
Q2 		$957K Sell
5,842
-1,118
-16% -$201K 0.1% 228
2022
Q1 		$1.28M Buy
6,960
+1,672
+32% +$309K 0.1% 193
2021
Q4 		$1.04M Sell
5,288
-1,058
-17% -$214K 0.09% 243
2021
Q3 		$1.27M Sell
6,346
-162
-2% -$34.5K 0.13% 163
2021
Q2 		$1.35M Buy
6,508
+2,143
+49% +$453K 0.14% 166
2021
Q1 		$893K Buy
4,365
+236
+6% +$46.1K 0.12% 199
2020
Q4 		$828K Sell
4,129
-202
-5% -$36.7K 0.12% 192
2020
Q3 		$672K Sell
4,331
-311
-7% -$46.2K 0.13% 182
2020
Q2 		$633K Sell
4,642
-427
-8% -$56.5K 0.14% 172
2020
Q1 		$639K Buy
+5,069
New +$783K 0.19% 135

Other funds holding HON

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

Independent Financial Group's HON Position: Q3 2026 in Review

Independent Financial Group reduced its Honeywell (HON) stake by 18% in Q3 2026, selling an estimated $322K and leaving 6,726 shares worth $1.42M. The position accounts for 0.03% of the portfolio, ranked #562.

Independent Financial Group first reported a position in HON in Q1 2020 and has held it in 27 quarters since. The position peaked at $3.34M in Q1 2026. 192 funds tracked by Wall St. Rank hold HON as of Q3 2026.

  • Independent Financial Group held 6,726 shares of Honeywell worth $1.42M as of Q3 2026.
  • Independent Financial Group sold 1,445 Honeywell shares in Q3 2026, an estimated $322K.
  • Honeywell made up 0.03% of Independent Financial Group's portfolio in Q3 2026, its #562 holding.
  • Independent Financial Group first reported a position in Honeywell in Q1 2020 and has held it in 27 quarters since.
  • Independent Financial Group's Honeywell position peaked at $3.34M in Q1 2026.
  • 192 funds tracked by Wall St. Rank held Honeywell as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.