OWA
HON icon

Opal Wealth Advisors’s Honeywell HON Stock Holding History

Opal 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 		$522K Buy
2,311
+57
+3% +$13K 0.12% 92
2025
Q4 		$440K Sell
2,254
-236
-9% -$46.2K 0.11% 107
2025
Q3 		$494K Buy
2,490
+70
+3% +$14.6K 0.14% 94
2025
Q2 		$531K Sell
2,420
-22
-0.9% -$4.45K 0.15% 83
2025
Q1 		$487K Buy
2,442
+1
+0% +$202 0.15% 79
2024
Q4 		$520K Buy
2,441
+80
+3% +$16.7K 0.16% 88
2024
Q3 		$460K Buy
2,361
+115
+5% +$22.3K 0.14% 84
2024
Q2 		$452K Sell
2,246
-2
-0.1% -$381 0.15% 83
2024
Q1 		$435K Sell
2,248
-1,032
-31% -$194K 0.15% 89
2023
Q4 		$648K Buy
3,280
+85
+3% +$15.3K 0.26% 62
2023
Q3 		$556K Buy
3,195
+361
+13% +$66K 0.33% 48
2023
Q2 		$554K Buy
+2,834
New +$526K 0.28% 49

Other funds holding HON

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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

Opal Wealth Advisors increased its Honeywell (HON) stake by 2.5% in Q1 2026, buying an estimated $13K and bringing the position to 2,311 shares worth $522K. The position accounts for 0.12% of the portfolio, ranked #92.

Opal Wealth Advisors first reported a position in HON in Q2 2023 and has held it in 12 quarters since. The position peaked at $648K in Q4 2023. 2,793 funds tracked by Wall St. Rank hold HON as of Q1 2026.

  • Opal Wealth Advisors held 2,311 shares of Honeywell worth $522K as of Q1 2026.
  • Opal Wealth Advisors bought 57 Honeywell shares in Q1 2026, an estimated $13K.
  • Honeywell made up 0.12% of Opal Wealth Advisors's portfolio in Q1 2026, its #92 holding.
  • Opal Wealth Advisors first reported a position in Honeywell in Q2 2023 and has held it in 12 quarters since.
  • Opal Wealth Advisors's Honeywell position peaked at $648K in Q4 2023.
  • 2,793 funds tracked by Wall St. Rank held Honeywell as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.