Physician Wealth Advisors’s Honeywell HON Stock Holding History

Physician 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	$61.1K	Sell	273 -300	-52%	-$66.9K	0.01%	392
2026 Q1	$129K	Buy	573 +194	+51%	+$44.3K	0.02%	242
2025 Q4	$73.9K	Sell	379 -469	-55%	-$91.7K	0.01%	315
2025 Q3	$168K	Buy	848 +133	+19%	+$27.8K	0.02%	216
2025 Q2	$157K	Buy	715 +14	+2%	+$2.83K	0.02%	218
2025 Q1	$140K	Sell	701 -50	-7%	-$10.1K	0.02%	221
2024 Q4	$160K	Buy	+751	New	+$157K	0.03%	203

Other funds holding HON

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

RMA

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

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

Physician Wealth Advisors reduced its Honeywell (HON) stake by 52% in Q2 2026, selling an estimated $66.9K and leaving 273 shares worth $61.1K. The position accounts for 0.01% of the portfolio, ranked #392.

Physician Wealth Advisors first reported a position in HON in Q4 2024 and has held it in 7 quarters since. The position peaked at $168K in Q3 2025. 356 funds tracked by Wall St. Rank hold HON as of Q2 2026.

Physician Wealth Advisors held 273 shares of Honeywell worth $61.1K as of Q2 2026.
Physician Wealth Advisors sold 300 Honeywell shares in Q2 2026, an estimated $66.9K.
Honeywell made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #392 holding.
Physician Wealth Advisors first reported a position in Honeywell in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Honeywell position peaked at $168K in Q3 2025.
356 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.