Phoenix Wealth Advisors
HON icon

Phoenix Wealth Advisors’s Honeywell HON Stock Holding History

Phoenix 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
Q3 		$435K Sell
2,061
-20
-1% -$4.46K 0.13% 91
2026
Q2 		$466K Sell
2,081
-2,137
-51% -$477K 0.16% 90
2026
Q1 		$953K Sell
4,218
-68
-2% -$15.5K 0.38% 54
2025
Q4 		$836K Sell
4,286
-307
-7% -$60.1K 0.32% 65
2025
Q3 		$911K Sell
4,593
-35
-0.8% -$7.31K 0.35% 61
2025
Q2 		$1.02M Sell
4,628
-56
-1% -$11.3K 0.43% 51
2025
Q1 		$935K Sell
4,684
-26
-0.6% -$5.26K 0.41% 51
2024
Q4 		$1M Sell
4,710
-5
-0.1% -$1.04K 0.43% 47
2024
Q3 		$919K Sell
4,715
-1,211
-20% -$235K 0.43% 53
2024
Q2 		$1.19M Buy
5,926
+1,309
+28% +$249K 0.6% 43
2024
Q1 		$893K Sell
4,617
-30
-0.6% -$5.65K 0.54% 48
2023
Q4 		$915K Sell
4,647
-18
-0.4% -$3.24K 0.64% 38
2023
Q3 		$812K Buy
4,665
+56
+1% +$10.2K 0.48% 39
2023
Q2 		$901K Sell
4,609
-41
-0.9% -$7.62K 0.52% 38
2023
Q1 		$838K Sell
4,650
-12
-0.3% -$2.26K 0.52% 37
2022
Q4 		$942K Buy
4,662
+113
+2% +$21.6K 0.57% 38
2022
Q3 		$716K Sell
4,549
-9
-0.2% -$1.57K 0.72% 37
2022
Q2 		$747K Buy
4,558
+60
+1% +$10.8K 0.74% 33
2022
Q1 		$821K Buy
4,498
+146
+3% +$27K 0.85% 30
2021
Q4 		$855K Sell
4,352
-334
-7% -$67.4K 0.65% 39
2021
Q3 		$938K Sell
4,686
-415
-8% -$88.5K 0.7% 37
2021
Q2 		$1.05M Buy
5,101
+190
+4% +$40.2K 0.76% 36
2021
Q1 		$1M Buy
4,911
+407
+9% +$79.5K 0.78% 35
2020
Q4 		$903K Buy
+4,504
New +$818K 0.69% 38

Other funds holding HON

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Phoenix Wealth Advisors's HON Position: Q3 2026 in Review

Phoenix Wealth Advisors reduced its Honeywell (HON) stake by 0.96% in Q3 2026, selling an estimated $4.46K and leaving 2,061 shares worth $435K. The position accounts for 0.13% of the portfolio, ranked #91.

Phoenix Wealth Advisors first reported a position in HON in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.19M in Q2 2024. 1,508 funds tracked by Wall St. Rank hold HON as of Q3 2026.

  • Phoenix Wealth Advisors held 2,061 shares of Honeywell worth $435K as of Q3 2026.
  • Phoenix Wealth Advisors sold 20 Honeywell shares in Q3 2026, an estimated $4.46K.
  • Honeywell made up 0.13% of Phoenix Wealth Advisors's portfolio in Q3 2026, its #91 holding.
  • Phoenix Wealth Advisors first reported a position in Honeywell in Q4 2020 and has held it in 24 quarters since.
  • Phoenix Wealth Advisors's Honeywell position peaked at $1.19M in Q2 2024.
  • 1,508 funds tracked by Wall St. Rank held Honeywell as of Q3 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.