Prevail Innovative Wealth Advisors’s Honeywell HON Stock Holding History

Prevail Innovative 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	$1.68M	Buy	+7,486	New	+$1.67M	0.25%	103
2026 Q1	–	Sell	-4,247	Closed	-$829K	–	204
2025 Q4	$829K	Buy	4,247 +628	+17%	+$123K	0.15%	150
2025 Q3	$718K	Buy	3,619 +934	+35%	+$195K	0.14%	158
2025 Q2	$589K	Sell	2,685 -771	-22%	-$156K	0.13%	160
2025 Q1	$690K	Buy	3,456 +2,387	+223%	+$483K	0.18%	132
2024 Q4	$228K	Buy	+1,069	New	+$223K	0.07%	148

Other funds holding HON

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CIM

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

Prevail Innovative Wealth Advisors's HON Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors opened a new position in Honeywell (HON) in Q2 2026: 7,486 shares worth $1.68M. The stake represents 0.25% of the portfolio and ranks #103 among its holdings. This is a return to the name: Prevail Innovative Wealth Advisors previously reported a position in HON as recently as Q4 2025.

Prevail Innovative Wealth Advisors first reported a position in HON in Q4 2024 and has held it in 6 quarters since. 953 funds tracked by Wall St. Rank hold HON as of Q2 2026.

Prevail Innovative Wealth Advisors held 7,486 shares of Honeywell worth $1.68M as of Q2 2026.
Honeywell was a new Prevail Innovative Wealth Advisors position in Q2 2026.
Honeywell made up 0.25% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #103 holding.
Prevail Innovative Wealth Advisors first reported a position in Honeywell in Q4 2024 and has held it in 6 quarters since.
953 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

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