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Medallion Wealth Advisors’s Honeywell HON Stock Holding History

Medallion 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 		$211K Sell
941
-940
-50% -$210K 0.07% 232
2026
Q1 		$425K Buy
1,881
+400
+27% +$91.4K 0.14% 146
2025
Q4 		$289K Buy
1,481
+636
+75% +$124K 0.1% 195
2025
Q3 		$168K Hold
845
– – 0.06% 255
2025
Q2 		$190K Sell
845
-17
-2% -$3.44K 0.07% 237
2025
Q1 		$173K Buy
862
+22
+3% +$4.45K 0.08% 218
2024
Q4 		$179K Buy
+840
New +$175K 0.09% 198

Other funds holding HON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Medallion Wealth Advisors's HON Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Honeywell (HON) stake by 50% in Q2 2026, selling an estimated $210K and leaving 941 shares worth $211K. The position accounts for 0.07% of the portfolio, ranked #232.

Medallion Wealth Advisors first reported a position in HON in Q4 2024 and has held it in 7 quarters since. The position peaked at $425K in Q1 2026. 2,172 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Medallion Wealth Advisors held 941 shares of Honeywell worth $211K as of Q2 2026.
  • Medallion Wealth Advisors sold 940 Honeywell shares in Q2 2026, an estimated $210K.
  • Honeywell made up 0.07% of Medallion Wealth Advisors's portfolio in Q2 2026, its #232 holding.
  • Medallion Wealth Advisors first reported a position in Honeywell in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Honeywell position peaked at $425K in Q1 2026.
  • 2,172 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.