LPT
HONA

Legacy Private Trust’s Honeywell Aerospace HONA Stock Holding History

Legacy Private Trust’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 		$213K Sell
1,373
-1
-0.1% -$182 0.01% 263
2026
Q2 		$304K Buy
+1,374
New +$303K 0.02% 226

Other funds holding HONA

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DLA
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
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Legacy Private Trust's HONA Position: Q3 2026 in Review

Legacy Private Trust reduced its Honeywell Aerospace (HONA) stake by 0.07% in Q3 2026, selling an estimated $182 and leaving 1,373 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #263.

Legacy Private Trust first reported a position in HONA in Q2 2026 and has held it in 2 quarters since. The position peaked at $304K in Q2 2026. 108 funds tracked by Wall St. Rank hold HONA as of Q3 2026.

  • Legacy Private Trust held 1,373 shares of Honeywell Aerospace worth $213K as of Q3 2026.
  • Legacy Private Trust sold 1 Honeywell Aerospace share in Q3 2026, an estimated $182.
  • Honeywell Aerospace made up 0.01% of Legacy Private Trust's portfolio in Q3 2026, its #263 holding.
  • Legacy Private Trust first reported a position in Honeywell Aerospace in Q2 2026 and has held it in 2 quarters since.
  • Legacy Private Trust's Honeywell Aerospace position peaked at $304K in Q2 2026.
  • 108 funds tracked by Wall St. Rank held Honeywell Aerospace as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.