Persium Advisors
HON icon

Persium Advisors’s Honeywell HON Stock Holding History

Persium 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
Q3 		$1.02M Buy
+4,848
New +$1.08M 0.54% 32
2026
Q2 		– Sell
-3,926
Closed -$887K – 71
2026
Q1 		$887K Sell
3,926
-10
-0.3% -$2.28K 0.7% 22
2025
Q4 		$768K Buy
3,936
+469
+14% +$91.7K 0.55% 32
2025
Q3 		$688K Buy
3,467
+147
+4% +$30.7K 0.51% 39
2025
Q2 		$729K Buy
3,320
+130
+4% +$26.3K 0.6% 22
2025
Q1 		$637K Buy
3,190
+112
+4% +$22.7K 0.6% 24
2024
Q4 		$655K Buy
+3,078
New +$642K 0.65% 20

Other funds holding HON

Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Persium Advisors's HON Position: Q3 2026 in Review

Persium Advisors opened a new position in Honeywell (HON) in Q3 2026: 4,848 shares worth $1.02M. The stake represents 0.54% of the portfolio and ranks #32 among its holdings. This is a return to the name: Persium Advisors previously reported a position in HON as recently as Q1 2026.

Persium Advisors first reported a position in HON in Q4 2024 and has held it in 7 quarters since. 465 funds tracked by Wall St. Rank hold HON as of Q3 2026.

  • Persium Advisors held 4,848 shares of Honeywell worth $1.02M as of Q3 2026.
  • Honeywell was a new Persium Advisors position in Q3 2026.
  • Honeywell made up 0.54% of Persium Advisors's portfolio in Q3 2026, its #32 holding.
  • Persium Advisors first reported a position in Honeywell in Q4 2024 and has held it in 7 quarters since.
  • 465 funds tracked by Wall St. Rank held Honeywell as of Q3 2026.

Based on Persium Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.