Monograph Wealth Advisors’s Honeywell HON Stock Holding History

Monograph 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 Q1	$383K	Hold	1,694	–	–	0.04%	107
2025 Q4	$330K	Sell	1,694 -103	-6%	-$20.1K	0.03%	108
2025 Q3	$357K	Hold	1,797	–	–	0.04%	111
2025 Q2	$394K	Hold	1,797	–	–	0.05%	93
2025 Q1	$359K	Sell	1,797 -23	-1%	-$4.65K	0.05%	86
2024 Q4	$387K	Buy	1,820 +23	+1%	+$4.8K	0.05%	84
2024 Q3	$350K	Hold	1,797	–	–	0.05%	89
2024 Q2	$362K	Buy	+1,797	New	+$342K	0.05%	82
2023 Q4	–	Sell	-6,379	Closed	-$1.11M	–	123
2023 Q3	$1.11M	Buy	+6,379	New	+$1.17M	0.22%	42

Other funds holding HON

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Monograph Wealth Advisors's HON Position: Q1 2026 in Review

Monograph Wealth Advisors held its Honeywell (HON) position steady in Q1 2026 at 1,694 shares worth $383K. The position accounts for 0.04% of the portfolio, ranked #107.

Monograph Wealth Advisors first reported a position in HON in Q3 2023 and has held it in 9 quarters since. The position peaked at $1.11M in Q3 2023. 2,795 funds tracked by Wall St. Rank hold HON as of Q1 2026.

Monograph Wealth Advisors held 1,694 shares of Honeywell worth $383K as of Q1 2026.
Monograph Wealth Advisors left its Honeywell share count unchanged in Q1 2026.
Honeywell made up 0.04% of Monograph Wealth Advisors's portfolio in Q1 2026, its #107 holding.
Monograph Wealth Advisors first reported a position in Honeywell in Q3 2023 and has held it in 9 quarters since.
Monograph Wealth Advisors's Honeywell position peaked at $1.11M in Q3 2023.
2,795 funds tracked by Wall St. Rank held Honeywell as of Q1 2026.

Based on Monograph Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.