Mount Yale Investment Advisors’s Honeywell HON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.95M | Sell |
13,182
-16,629
| -56% | -$3.71M | 0.05% | 323 |
|
|
2026
Q1 | $6.74M | Buy |
29,811
+17,150
| +135% | +$3.92M | 0.16% | 148 |
|
|
2025
Q4 | $2.47M | Buy |
12,661
+7,443
| +143% | +$1.46M | 0.12% | 168 |
|
|
2025
Q3 | $1.04M | Sell |
5,218
-770
| -13% | -$161K | 0.07% | 281 |
|
|
2025
Q2 | $1.31M | Sell |
5,988
-288
| -5% | -$58.3K | 0.1% | 170 |
|
|
2025
Q1 | $1.25M | Sell |
6,276
-1,272
| -17% | -$257K | 0.11% | 163 |
|
|
2024
Q4 | $1.61M | Sell |
7,548
-20,293
| -73% | -$4.23M | 0.13% | 143 |
|
|
2024
Q3 | $5.42M | Buy |
27,841
+22,884
| +462% | +$4.44M | 0.52% | 33 |
|
|
2024
Q2 | $998K | Buy |
4,957
+3,598
| +265% | +$685K | 0.08% | 204 |
|
|
2024
Q1 | $263K | Buy |
+1,359
| New | +$256K | 0.02% | 482 |
|
|
2023
Q1 | – | Sell |
-1,305
| Closed | -$264K | – | 501 |
|
|
2022
Q4 | $264K | Sell |
1,305
-4,445
| -77% | -$849K | 0.03% | 382 |
|
|
2022
Q3 | $905K | Sell |
5,750
-2,201
| -28% | -$383K | 0.12% | 184 |
|
|
2022
Q2 | $1.3M | Buy |
7,951
+99
| +1% | +$17.8K | 0.16% | 143 |
|
|
2022
Q1 | $1.44M | Sell |
7,852
-555
| -7% | -$103K | 0.16% | 144 |
|
|
2021
Q4 | $1.65M | Buy |
8,407
+218
| +3% | +$44K | 0.17% | 132 |
|
|
2021
Q3 | $1.64M | Buy |
8,189
+2,150
| +36% | +$458K | 0.19% | 124 |
|
|
2021
Q2 | $1.25M | Buy |
6,039
+24
| +0.4% | +$5.07K | 0.15% | 144 |
|
|
2021
Q1 | $1.23M | Buy |
6,015
+89
| +2% | +$17.4K | 0.16% | 129 |
|
|
2020
Q4 | $1.19M | Buy |
5,926
+124
| +2% | +$22.5K | 0.17% | 137 |
|
|
2020
Q3 | $900K | Buy |
5,802
+542
| +10% | +$80.5K | 0.13% | 162 |
|
|
2020
Q2 | $717K | Buy |
5,260
+570
| +12% | +$75.4K | 0.13% | 167 |
|
|
2020
Q1 | $591K | Buy |
4,690
+360
| +8% | +$55.6K | 0.13% | 147 |
|
|
2019
Q4 | $707K | Sell |
4,330
-401
| -8% | -$65.6K | 0.12% | 149 |
|
|
2019
Q3 | $812K | Buy |
4,731
+75
| +2% | +$11.9K | 0.15% | 128 |
|
|
2019
Q2 | $717K | Sell |
4,656
-430
| -8% | -$68.4K | 0.13% | 135 |
|
|
2019
Q1 | $762K | Sell |
5,086
-460
| -8% | -$64.3K | 0.14% | 127 |
|
|
2018
Q4 | $776K | Sell |
5,546
-322
| -5% | -$44K | 0.16% | 128 |
|
|
2018
Q3 | $796K | Buy |
5,868
+2
| +0% | +$283 | 0.14% | 128 |
|
|
2018
Q2 | $763K | Sell |
5,866
-174
| -3% | -$23.1K | 0.14% | 129 |
|
|
2018
Q1 | $788K | Buy |
+6,040
| New | +$836K | 0.17% | 120 |
|
Other funds holding HON
Mount Yale Investment Advisors's HON Position: Q2 2026 in Review
Mount Yale Investment Advisors reduced its Honeywell (HON) stake by 56% in Q2 2026, selling an estimated $3.71M and leaving 13,182 shares worth $2.95M. The position accounts for 0.05% of the portfolio, ranked #323.
Mount Yale Investment Advisors first reported a position in HON in Q1 2018 and has held it in 30 quarters since. The position peaked at $6.74M in Q1 2026. 2,177 funds tracked by Wall St. Rank hold HON as of Q2 2026.
- Mount Yale Investment Advisors held 13,182 shares of Honeywell worth $2.95M as of Q2 2026.
- Mount Yale Investment Advisors sold 16,629 Honeywell shares in Q2 2026, an estimated $3.71M.
- Honeywell made up 0.05% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #323 holding.
- Mount Yale Investment Advisors first reported a position in Honeywell in Q1 2018 and has held it in 30 quarters since.
- Mount Yale Investment Advisors's Honeywell position peaked at $6.74M in Q1 2026.
- 2,177 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.