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Regent Peak Wealth Advisors’s Honeywell HON Stock Holding History

Regent Peak 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 		– Sell
-3,084
Closed -$697K – 227
2026
Q1 		$697K Buy
3,084
+235
+8% +$53.7K 0.14% 65
2025
Q4 		$556K Sell
2,849
-449
-14% -$87.8K 0.11% 82
2025
Q3 		$654K Buy
+3,298
New +$689K 0.13% 66
2025
Q1 		$842K Sell
4,217
-107
-2% -$21.7K 0.2% 53
2024
Q4 		$921K Sell
4,324
-8,031
-65% -$1.67M 0.21% 51
2024
Q3 		$2.41M Sell
12,355
-1,229
-9% -$238K 0.55% 40
2024
Q2 		$2.73M Buy
13,584
+357
+3% +$67.9K 0.63% 35
2024
Q1 		$2.56M Sell
13,227
-1,012
-7% -$191K 0.65% 37
2023
Q4 		$2.81M Buy
14,239
+600
+4% +$108K 0.76% 29
2023
Q3 		$2.37M Sell
13,639
-44
-0.3% -$8.05K 0.73% 34
2023
Q2 		$2.68M Sell
13,683
-77
-0.6% -$14.3K 0.78% 27
2023
Q1 		$2.48M Buy
13,760
+570
+4% +$107K 0.77% 31
2022
Q4 		$2.66M Buy
13,190
+952
+8% +$182K 0.87% 26
2022
Q3 		$1.93M Sell
12,238
-100
-0.8% -$17.4K 0.68% 35
2022
Q2 		$2.02M Buy
12,338
+101
+0.8% +$18.1K 0.66% 37
2022
Q1 		$2.24M Buy
12,237
+961
+9% +$178K 0.64% 38
2021
Q4 		$2.22M Sell
11,276
-77
-0.7% -$15.5K 0.6% 33
2021
Q3 		$2.27M Buy
11,353
+236
+2% +$50.3K 0.65% 32
2021
Q2 		$2.45M Buy
11,117
+790
+8% +$167K 0.68% 30
2021
Q1 		$2.11M Sell
10,327
-98
-0.9% -$19.1K 0.69% 30
2020
Q4 		$2.09M Sell
10,425
-372
-3% -$67.6K 0.7% 26
2020
Q3 		$1.68M Buy
10,797
+541
+5% +$80.4K 0.71% 32
2020
Q2 		$1.4M Buy
10,256
+1,844
+22% +$244K 0.63% 35
2020
Q1 		$1.06M Buy
8,412
+477
+6% +$73.7K 0.59% 34
2019
Q4 		$1.32M Buy
+7,935
New +$1.3M 0.6% 33

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
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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 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

Regent Peak Wealth Advisors's HON Position: Q2 2026 in Review

Regent Peak Wealth Advisors sold out of Honeywell (HON) in Q2 2026, closing a stake of 3,084 shares — an estimated $697K sold.

Regent Peak Wealth Advisors first reported a position in HON in Q4 2019 and held it in 25 quarters. The position peaked at $2.81M in Q4 2023. 370 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Regent Peak Wealth Advisors reported no remaining Honeywell position as of Q2 2026 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 3,084 Honeywell shares in Q2 2026, an estimated $697K.
  • Regent Peak Wealth Advisors first reported a position in Honeywell in Q4 2019 and held it in 25 quarters.
  • Regent Peak Wealth Advisors's Honeywell position peaked at $2.81M in Q4 2023.
  • 370 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.