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Sage Mountain Advisors’s Honeywell HON Stock Holding History

Sage Mountain 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
-1,339
Closed -$303K – 309
2026
Q1 		$303K Sell
1,339
-4,036
-75% -$922K 0.02% 162
2025
Q4 		$1.05M Sell
5,375
-534
-9% -$104K 0.06% 156
2025
Q3 		$1.17M Buy
5,909
+141
+2% +$29.5K 0.07% 144
2025
Q2 		$1.27M Buy
5,768
+490
+9% +$99.2K 0.08% 116
2025
Q1 		$1.05M Sell
5,278
-242
-4% -$49K 0.08% 112
2024
Q4 		$1.18M Buy
5,520
+511
+10% +$107K 0.09% 104
2024
Q3 		$976K Sell
5,009
-65
-1% -$12.6K 0.08% 110
2024
Q2 		$1.02M Buy
5,074
+363
+8% +$69.1K 0.09% 99
2024
Q1 		$911K Buy
4,711
+822
+21% +$155K 0.09% 100
2023
Q4 		$769K Buy
3,889
+129
+3% +$23.3K 0.09% 102
2023
Q3 		$655K Sell
3,760
-62
-2% -$11.3K 0.09% 96
2023
Q2 		$747K Buy
3,822
+17
+0.4% +$3.16K 0.11% 90
2023
Q1 		$685K Buy
3,805
+1,308
+52% +$246K 0.11% 79
2022
Q4 		$504K Buy
2,497
+237
+10% +$45.3K 0.11% 71
2022
Q3 		$356K Sell
2,260
-2
-0.1% -$348 0.09% 95
2022
Q2 		$371K Buy
2,262
+135
+6% +$24.2K 0.07% 277
2022
Q1 		$390K Buy
2,127
+22
+1% +$4.07K 0.06% 308
2021
Q4 		$414K Sell
2,105
-685
-25% -$138K 0.05% 355
2021
Q3 		$558K Buy
2,790
+153
+6% +$32.6K 0.08% 230
2021
Q2 		$545K Buy
2,637
+231
+10% +$48.8K 0.09% 214
2021
Q1 		$492K Buy
+2,406
New +$470K 0.1% 162

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

Sage Mountain Advisors's HON Position: Q2 2026 in Review

Sage Mountain Advisors sold out of Honeywell (HON) in Q2 2026, closing a stake of 1,339 shares — an estimated $303K sold.

Sage Mountain Advisors first reported a position in HON in Q1 2021 and held it in 21 quarters. The position peaked at $1.27M in Q2 2025. 2,168 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Sage Mountain Advisors reported no remaining Honeywell position as of Q2 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 1,339 Honeywell shares in Q2 2026, an estimated $303K.
  • Sage Mountain Advisors first reported a position in Honeywell in Q1 2021 and held it in 21 quarters.
  • Sage Mountain Advisors's Honeywell position peaked at $1.27M in Q2 2025.
  • 2,168 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.