PWA
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
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% -$3.25K 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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Phoenix Wealth Advisors's HON Position: Q2 2026 in Review

Phoenix Wealth Advisors reduced its Honeywell (HON) stake by 51% in Q2 2026, selling an estimated $477K and leaving 2,081 shares worth $466K. The position accounts for 0.16% of the portfolio, ranked #90.

Phoenix Wealth Advisors first reported a position in HON in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.19M in Q2 2024. 2,162 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Phoenix Wealth Advisors held 2,081 shares of Honeywell worth $466K as of Q2 2026.
  • Phoenix Wealth Advisors sold 2,137 Honeywell shares in Q2 2026, an estimated $477K.
  • Honeywell made up 0.16% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #90 holding.
  • Phoenix Wealth Advisors first reported a position in Honeywell in Q4 2020 and has held it in 23 quarters since.
  • Phoenix Wealth Advisors's Honeywell position peaked at $1.19M in Q2 2024.
  • 2,162 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.