Novak & Powell Financial Services’s Honeywell HON Stock Holding History

Novak & Powell Financial Services’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	$260K	Buy	1,149 +1	+0.1%	+$229	0.14%	137
2025 Q4	$224K	Sell	1,148 -70	-6%	-$13.7K	0.12%	146
2025 Q3	$242K	Buy	1,218 +1	+0.1%	+$209	0.13%	140
2025 Q2	$267K	Sell	1,217 -2	-0.2%	-$405	0.19%	116
2025 Q1	$243K	Sell	1,219 -149	-11%	-$30.2K	0.15%	130
2024 Q4	$291K	Buy	1,368 +1	+0.1%	+$209	0.17%	108
2024 Q3	$266K	Sell	1,367 -10	-0.7%	-$1.94K	0.15%	120
2024 Q2	$277K	Sell	1,377 -1	-0.1%	-$190	0.17%	110
2024 Q1	$267K	Buy	1,378 +3	+0.2%	+$565	0.2%	106
2023 Q4	$272K	Buy	+1,375	New	+$248K	0.18%	109

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

Novak & Powell Financial Services's HON Position: Q1 2026 in Review

Novak & Powell Financial Services increased its Honeywell (HON) stake by 0.09% in Q1 2026, buying an estimated $229 and bringing the position to 1,149 shares worth $260K. The position accounts for 0.14% of the portfolio, ranked #137.

Novak & Powell Financial Services first reported a position in HON in Q4 2023 and has held it in 10 quarters since. The position peaked at $291K in Q4 2024. 2,796 funds tracked by Wall St. Rank hold HON as of Q1 2026.

Novak & Powell Financial Services held 1,149 shares of Honeywell worth $260K as of Q1 2026.
Novak & Powell Financial Services bought 1 Honeywell share in Q1 2026, an estimated $229.
Honeywell made up 0.14% of Novak & Powell Financial Services's portfolio in Q1 2026, its #137 holding.
Novak & Powell Financial Services first reported a position in Honeywell in Q4 2023 and has held it in 10 quarters since.
Novak & Powell Financial Services's Honeywell position peaked at $291K in Q4 2024.
2,796 funds tracked by Wall St. Rank held Honeywell as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.