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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Primoris Wealth Advisors reduced its Honeywell (HON) stake by 28% in Q2 2026, selling an estimated $138K and leaving 1,617 shares worth $362K. The position accounts for 0.17% of the portfolio, ranked #95.

Primoris Wealth Advisors first reported a position in HON in Q4 2021 and has held it in 19 quarters since. The position peaked at $515K in Q2 2025. 2,162 funds tracked by Wall St. Rank hold HON as of Q2 2026.

Primoris Wealth Advisors held 1,617 shares of Honeywell worth $362K as of Q2 2026.
Primoris Wealth Advisors sold 619 Honeywell shares in Q2 2026, an estimated $138K.
Honeywell made up 0.17% of Primoris Wealth Advisors's portfolio in Q2 2026, its #95 holding.
Primoris Wealth Advisors first reported a position in Honeywell in Q4 2021 and has held it in 19 quarters since.
Primoris Wealth Advisors's Honeywell position peaked at $515K in Q2 2025.
2,162 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.