Moss Adams Wealth Advisors’s Honeywell HON Stock Holding History

Moss Adams 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	$491K	Sell	2,193 -2,153	-50%	-$480K	0.03%	153
2026 Q1	$982K	Buy	4,346 +57	+1%	+$13K	0.07%	84
2025 Q4	$837K	Sell	4,289 -544	-11%	-$106K	0.06%	95
2025 Q3	$959K	Sell	4,833 -47	-1%	-$9.82K	0.07%	78
2025 Q2	$1.07M	Buy	4,880 +684	+16%	+$138K	0.1%	69
2025 Q1	$837K	Sell	4,196 -130	-3%	-$26.3K	0.09%	77
2024 Q4	$921K	Buy	4,326 +1,382	+47%	+$288K	0.1%	66
2024 Q3	$574K	Buy	2,944 +554	+23%	+$107K	0.06%	90
2024 Q2	$481K	Buy	2,390 +321	+16%	+$61.1K	0.07%	82
2024 Q1	$400K	Buy	+2,069	New	+$390K	0.06%	90

Other funds holding HON

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Moss Adams Wealth Advisors's HON Position: Q2 2026 in Review

Moss Adams Wealth Advisors reduced its Honeywell (HON) stake by 50% in Q2 2026, selling an estimated $480K and leaving 2,193 shares worth $491K. The position accounts for 0.03% of the portfolio, ranked #153.

Moss Adams Wealth Advisors first reported a position in HON in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.07M in Q2 2025. 773 funds tracked by Wall St. Rank hold HON as of Q2 2026.

Moss Adams Wealth Advisors held 2,193 shares of Honeywell worth $491K as of Q2 2026.
Moss Adams Wealth Advisors sold 2,153 Honeywell shares in Q2 2026, an estimated $480K.
Honeywell made up 0.03% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #153 holding.
Moss Adams Wealth Advisors first reported a position in Honeywell in Q1 2024 and has held it in 10 quarters since.
Moss Adams Wealth Advisors's Honeywell position peaked at $1.07M in Q2 2025.
773 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.