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Principia Wealth Advisory’s Honeywell HON Stock Holding History

Principia Wealth Advisory’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 		$19.5K Sell
87
-65
-43% -$14.5K 0.01% 179
2026
Q1 		$34.4K Buy
152
+5
+3% +$1.14K 0.02% 134
2025
Q4 		$28.7K Sell
147
-5
-3% -$978 0.02% 143
2025
Q3 		$30.1K Buy
152
+3
+2% +$627 0.02% 147
2025
Q2 		$32.6K Buy
149
+12
+9% +$2.43K 0.03% 118
2025
Q1 		$25.7K Sell
137
-15
-10% -$3.04K 0.02% 100
2024
Q4 		$32.3K Buy
+152
New +$31.7K 0.03% 97

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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

Principia Wealth Advisory's HON Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Honeywell (HON) stake by 43% in Q2 2026, selling an estimated $14.5K and leaving 87 shares worth $19.5K. The position accounts for 0.01% of the portfolio, ranked #179.

Principia Wealth Advisory first reported a position in HON in Q4 2024 and has held it in 7 quarters since. The position peaked at $34.4K in Q1 2026. 2,179 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Principia Wealth Advisory held 87 shares of Honeywell worth $19.5K as of Q2 2026.
  • Principia Wealth Advisory sold 65 Honeywell shares in Q2 2026, an estimated $14.5K.
  • Honeywell made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #179 holding.
  • Principia Wealth Advisory first reported a position in Honeywell in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Honeywell position peaked at $34.4K in Q1 2026.
  • 2,179 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.