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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
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% -$3.25K 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

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

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

Phoenix Wealth Advisors reduced its Honeywell (HON) stake by 1.6% in Q1 2026, selling an estimated $15.5K and leaving 4,218 shares worth $953K. The position accounts for 0.38% of the portfolio, ranked #54.

Phoenix Wealth Advisors first reported a position in HON in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.19M in Q2 2024. 2,793 funds tracked by Wall St. Rank hold HON as of Q1 2026.

  • Phoenix Wealth Advisors held 4,218 shares of Honeywell worth $953K as of Q1 2026.
  • Phoenix Wealth Advisors sold 68 Honeywell shares in Q1 2026, an estimated $15.5K.
  • Honeywell made up 0.38% of Phoenix Wealth Advisors's portfolio in Q1 2026, its #54 holding.
  • Phoenix Wealth Advisors first reported a position in Honeywell in Q4 2020 and has held it in 22 quarters since.
  • Phoenix Wealth Advisors's Honeywell position peaked at $1.19M in Q2 2024.
  • 2,793 funds tracked by Wall St. Rank held Honeywell as of Q1 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.