MSWA
HONA

Marshall & Sterling Wealth Advisors’s Honeywell Aerospace HONA Stock Holding History

Marshall & Sterling Wealth Advisors’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
Q2 		$139K Buy
+627
New +$138K 0.08% 106

Other funds holding HONA

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
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 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 HONA Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors opened a new position in Honeywell Aerospace (HONA) in Q2 2026: 627 shares worth $139K. The stake represents 0.08% of the portfolio and ranks #106 among its holdings.

432 funds tracked by Wall St. Rank hold HONA as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 627 shares of Honeywell Aerospace worth $139K as of Q2 2026.
  • Honeywell Aerospace was a new Marshall & Sterling Wealth Advisors position in Q2 2026.
  • Honeywell Aerospace made up 0.08% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #106 holding.
  • 432 funds tracked by Wall St. Rank held Honeywell Aerospace as of Q2 2026.

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