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Madson Wealth Advisors’s Honeywell HON Stock Holding History

Madson 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
Q3 		$315K Sell
1,494
-60
-4% -$13.4K 0.22% 67
2026
Q2 		$348K Sell
1,554
-1,092
-41% -$244K 0.24% 67
2026
Q1 		$598K Buy
+2,646
New +$605K 0.5% 45

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

Madson Wealth Advisors's HON Position: Q3 2026 in Review

Madson Wealth Advisors reduced its Honeywell (HON) stake by 3.9% in Q3 2026, selling an estimated $13.4K and leaving 1,494 shares worth $315K. The position accounts for 0.22% of the portfolio, ranked #67.

Madson Wealth Advisors first reported a position in HON in Q1 2026 and has held it in 3 quarters since. The position peaked at $598K in Q1 2026. 170 funds tracked by Wall St. Rank hold HON as of Q3 2026.

  • Madson Wealth Advisors held 1,494 shares of Honeywell worth $315K as of Q3 2026.
  • Madson Wealth Advisors sold 60 Honeywell shares in Q3 2026, an estimated $13.4K.
  • Honeywell made up 0.22% of Madson Wealth Advisors's portfolio in Q3 2026, its #67 holding.
  • Madson Wealth Advisors first reported a position in Honeywell in Q1 2026 and has held it in 3 quarters since.
  • Madson Wealth Advisors's Honeywell position peaked at $598K in Q1 2026.
  • 170 funds tracked by Wall St. Rank held Honeywell as of Q3 2026.

Based on Madson Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.