Primoris Wealth Advisors
HON icon

Primoris Wealth Advisors’s Honeywell HON Stock Holding History

Primoris 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 		$341K Hold
1,617
– – 0.16% 97
2026
Q2 		$362K Sell
1,617
-619
-28% -$138K 0.17% 95
2026
Q1 		$505K Hold
2,236
– – 0.35% 54
2025
Q4 		$436K Sell
2,236
-134
-6% -$26.2K 0.26% 72
2025
Q3 		$470K Buy
2,370
+22
+0.9% +$4.6K 0.3% 67
2025
Q2 		$515K Hold
2,348
– – 0.35% 58
2025
Q1 		$469K Hold
2,348
– – 0.36% 63
2024
Q4 		$500K Buy
2,348
+1
+0% +$209 0.38% 58
2024
Q3 		$457K Hold
2,347
– – 0.33% 70
2024
Q2 		$472K Hold
2,347
– – 0.38% 66
2024
Q1 		$454K Hold
2,347
– – 0.36% 63
2023
Q4 		$464K Sell
2,347
-13
-0.6% -$2.34K 0.44% 55
2023
Q3 		$411K Sell
2,360
-6
-0.3% -$1.1K 0.5% 47
2023
Q2 		$463K Buy
2,366
+6
+0.3% +$1.11K 0.51% 45
2023
Q1 		$425K Buy
2,360
+13
+0.6% +$2.44K 0.52% 45
2022
Q4 		$474K Hold
2,347
– – 0.73% 36
2022
Q3 		$369K Hold
2,347
– – 0.66% 40
2022
Q2 		$384K Hold
2,347
– – 0.55% 45
2022
Q1 		$430K Hold
2,347
– – 0.4% 48
2021
Q4 		$461K Buy
+2,347
New +$474K 0.37% 58

Other funds holding HON

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

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

Primoris Wealth Advisors held its Honeywell (HON) position steady in Q3 2026 at 1,617 shares worth $341K. The position accounts for 0.16% of the portfolio, ranked #97.

Primoris Wealth Advisors first reported a position in HON in Q4 2021 and has held it in 20 quarters since. The position peaked at $515K in Q2 2025. 1,937 funds tracked by Wall St. Rank hold HON as of Q3 2026.

  • Primoris Wealth Advisors held 1,617 shares of Honeywell worth $341K as of Q3 2026.
  • Primoris Wealth Advisors left its Honeywell share count unchanged in Q3 2026.
  • Honeywell made up 0.16% of Primoris Wealth Advisors's portfolio in Q3 2026, its #97 holding.
  • Primoris Wealth Advisors first reported a position in Honeywell in Q4 2021 and has held it in 20 quarters since.
  • Primoris Wealth Advisors's Honeywell position peaked at $515K in Q2 2025.
  • 1,937 funds tracked by Wall St. Rank held Honeywell as of Q3 2026.

Based on Primoris Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.