Kovitz Investment Group Partners
HON icon

Kovitz Investment Group Partners’s Honeywell HON Stock Holding History

Kovitz Investment Group Partners’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
Q1 		$820K Buy
+3,626
New +$829K 0.02% 343
2025
Q4 		– Sell
-93,772
Closed -$18.6M – 828
2025
Q3 		$18.6M Sell
93,772
-6,045
-6% -$1.26M 0.07% 224
2025
Q2 		$21.9M Buy
99,817
+8,106
+9% +$1.64M 0.09% 189
2025
Q1 		$18.3M Sell
91,711
-49,290
-35% -$9.97M 0.09% 182
2024
Q4 		$30.1M Buy
141,001
+51,532
+58% +$10.7M 0.15% 129
2024
Q3 		$15.6M Buy
89,469
+5,247
+6% +$1.02M 0.11% 165
2024
Q2 		$17M Buy
84,222
+45,155
+116% +$8.59M 0.15% 111
2024
Q1 		$7.56M Buy
39,067
+18,103
+86% +$3.41M 0.1% 154
2023
Q4 		$4.14M Sell
20,964
-9,128
-30% -$1.65M 0.07% 176
2023
Q3 		$5.24M Sell
30,092
-524
-2% -$95.9K 0.09% 128
2023
Q2 		$5.99M Buy
30,616
+1,192
+4% +$221K 0.09% 118
2023
Q1 		$5.3M Sell
29,424
-6,419
-18% -$1.21M 0.09% 144
2022
Q4 		$7.24M Sell
35,843
-3,901
-10% -$745K 0.14% 102
2022
Q3 		$6.25M Sell
39,744
-194
-0.5% -$33.8K 0.14% 102
2022
Q2 		$6.54M Sell
39,938
-1,507
-4% -$271K 0.15% 108
2022
Q1 		$7.6M Buy
41,445
+18,039
+77% +$3.34M 0.14% 104
2021
Q4 		$4.69M Sell
23,406
-10,501
-31% -$2.12M 0.11% 129
2021
Q3 		$6.78M Sell
33,907
-331
-1% -$70.6K 0.14% 113
2021
Q2 		$7.08M Buy
34,238
+9,796
+40% +$2.07M 0.14% 111
2021
Q1 		$5M Buy
24,442
+1,089
+5% +$213K 0.12% 136
2020
Q4 		$4.68M Sell
23,353
-9,123
-28% -$1.66M 0.11% 124
2020
Q3 		$5.04M Buy
32,476
+1,500
+5% +$223K 0.14% 110
2020
Q2 		$4.22M Buy
30,976
+2,057
+7% +$272K 0.13% 116
2020
Q1 		$3.65M Buy
+28,919
New +$4.47M 0.13% 118

Other funds holding HON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Kovitz Investment Group Partners's HON Position: Q1 2026 in Review

Kovitz Investment Group Partners opened a new position in Honeywell (HON) in Q1 2026: 3,626 shares worth $820K. The stake represents 0.02% of the portfolio and ranks #343 among its holdings. This is a return to the name: Kovitz Investment Group Partners previously reported a position in HON as recently as Q3 2025.

Kovitz Investment Group Partners first reported a position in HON in Q1 2020 and has held it in 24 quarters since. The position peaked at $30.1M in Q4 2024. 2,804 funds tracked by Wall St. Rank hold HON as of Q1 2026.

  • Kovitz Investment Group Partners held 3,626 shares of Honeywell worth $820K as of Q1 2026.
  • Honeywell was a new Kovitz Investment Group Partners position in Q1 2026.
  • Honeywell made up 0.02% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #343 holding.
  • Kovitz Investment Group Partners first reported a position in Honeywell in Q1 2020 and has held it in 24 quarters since.
  • Kovitz Investment Group Partners's Honeywell position peaked at $30.1M in Q4 2024.
  • 2,804 funds tracked by Wall St. Rank held Honeywell as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.