LFS
HONA

Legacy Financial Strategies’s Honeywell Aerospace HONA Stock Holding History

Legacy Financial Strategies’s Portfolio HONA Stock Details HONA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$367K Sell
2,371
-75
-3% -$13.6K 0.06% 106
2026
Q2 		$541K Buy
+2,446
New +$540K 0.08% 85

Other funds holding HONA

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Legacy Financial Strategies's HONA Position: Q3 2026 in Review

Legacy Financial Strategies reduced its Honeywell Aerospace (HONA) stake by 3.1% in Q3 2026, selling an estimated $13.6K and leaving 2,371 shares worth $367K. The position accounts for 0.06% of the portfolio, ranked #106.

Legacy Financial Strategies first reported a position in HONA in Q2 2026 and has held it in 2 quarters since. The position peaked at $541K in Q2 2026. 309 funds tracked by Wall St. Rank hold HONA as of Q3 2026.

  • Legacy Financial Strategies held 2,371 shares of Honeywell Aerospace worth $367K as of Q3 2026.
  • Legacy Financial Strategies sold 75 Honeywell Aerospace shares in Q3 2026, an estimated $13.6K.
  • Honeywell Aerospace made up 0.06% of Legacy Financial Strategies's portfolio in Q3 2026, its #106 holding.
  • Legacy Financial Strategies first reported a position in Honeywell Aerospace in Q2 2026 and has held it in 2 quarters since.
  • Legacy Financial Strategies's Honeywell Aerospace position peaked at $541K in Q2 2026.
  • 309 funds tracked by Wall St. Rank held Honeywell Aerospace as of Q3 2026.

Based on Legacy Financial Strategies's 13F filing for Q3 2026, filed 15 Oct 2026.