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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
Q2 		– Sell
-1,694
Closed -$383K – 148
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
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

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

Monograph Wealth Advisors sold out of Honeywell (HON) in Q2 2026, closing a stake of 1,694 shares — an estimated $383K sold.

Monograph Wealth Advisors first reported a position in HON in Q3 2023 and held it in 9 quarters. The position peaked at $1.11M in Q3 2023. 2,168 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Monograph Wealth Advisors reported no remaining Honeywell position as of Q2 2026 after selling out during the quarter.
  • Monograph Wealth Advisors sold 1,694 Honeywell shares in Q2 2026, an estimated $383K.
  • Monograph Wealth Advisors first reported a position in Honeywell in Q3 2023 and held it in 9 quarters.
  • Monograph Wealth Advisors's Honeywell position peaked at $1.11M in Q3 2023.
  • 2,168 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

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