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Kingswood Wealth Advisors’s Honeywell HON Stock Holding History

Kingswood 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 		$1.78M Sell
7,952
-8,226
-51% -$1.84M 0.07% 283
2026
Q1 		$3.66M Sell
16,178
-210
-1% -$48K 0.17% 135
2025
Q4 		$3.2M Sell
16,388
-201
-1% -$39.3K 0.15% 150
2025
Q3 		$3.29M Buy
16,589
+1,106
+7% +$231K 0.2% 123
2025
Q2 		$3.4M Sell
15,483
-144
-0.9% -$29.1K 0.27% 84
2025
Q1 		$3.12M Sell
15,627
-7,907
-34% -$1.6M 0.28% 83
2024
Q4 		$5.01M Buy
23,534
+4,209
+22% +$878K 0.38% 47
2024
Q3 		$3.77M Sell
19,325
-967
-5% -$188K 0.27% 81
2024
Q2 		$4.08M Buy
20,292
+4,940
+32% +$940K 0.37% 56
2024
Q1 		$2.97M Sell
15,352
-5,166
-25% -$973K 0.34% 62
2023
Q4 		$4.06M Buy
20,518
+3,723
+22% +$671K 0.46% 40
2023
Q3 		$3.45M Sell
16,795
-3
-0% -$549 0.59% 37
2023
Q2 		$3.29M Buy
+16,798
New +$3.12M 1.05% 19

Other funds holding HON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Kingswood Wealth Advisors reduced its Honeywell (HON) stake by 51% in Q2 2026, selling an estimated $1.84M and leaving 7,952 shares worth $1.78M. The position accounts for 0.07% of the portfolio, ranked #283.

Kingswood Wealth Advisors first reported a position in HON in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.01M in Q4 2024. 2,155 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Kingswood Wealth Advisors held 7,952 shares of Honeywell worth $1.78M as of Q2 2026.
  • Kingswood Wealth Advisors sold 8,226 Honeywell shares in Q2 2026, an estimated $1.84M.
  • Honeywell made up 0.07% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #283 holding.
  • Kingswood Wealth Advisors first reported a position in Honeywell in Q2 2023 and has held it in 13 quarters since.
  • Kingswood Wealth Advisors's Honeywell position peaked at $5.01M in Q4 2024.
  • 2,155 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.