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Marshall & Sterling Wealth Advisors’s Honeywell HON Stock Holding History

Marshall & Sterling 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 		$156K Sell
697
-110
-14% -$24.5K 0.09% 103
2026
Q1 		$182K Buy
807
+761
+1,654% +$174K 0.12% 94
2025
Q4 		$8.97K Sell
46
-46
-50% -$9K 0.01% 235
2025
Q3 		$18.3K Hold
92
– – 0.01% 278
2025
Q2 		$20.3K Hold
92
– – 0.01% 258
2025
Q1 		$18.4K Buy
92
+43
+88% +$8.7K 0.01% 258
2024
Q4 		$10.4K Buy
+49
New +$10.2K 0.01% 230

Other funds holding HON

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's HON Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors reduced its Honeywell (HON) stake by 14% in Q2 2026, selling an estimated $24.5K and leaving 697 shares worth $156K. The position accounts for 0.09% of the portfolio, ranked #103.

Marshall & Sterling Wealth Advisors first reported a position in HON in Q4 2024 and has held it in 7 quarters since. The position peaked at $182K in Q1 2026. 475 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 697 shares of Honeywell worth $156K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors sold 110 Honeywell shares in Q2 2026, an estimated $24.5K.
  • Honeywell made up 0.09% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #103 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Honeywell in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's Honeywell position peaked at $182K in Q1 2026.
  • 475 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.