SOA Wealth Advisors’s Honeywell HON Stock Holding History

SOA 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	$70.3K	Sell	314 -6,045	-95%	-$1.35M	0.01%	329
2026 Q1	$149K	Sell	6,359 -14	-0.2%	-$3.2K	0.03%	232
2025 Q4	$133K	Sell	6,373 -389	-6%	-$76.1K	0.02%	253
2025 Q3	$143K	Hold	6,762	–	–	0.02%	251
2025 Q2	$157K	Sell	6,762 -346	-5%	-$70K	0.03%	224
2025 Q1	$144K	Buy	7,108 +6,418	+930%	+$1.3M	0.03%	219
2024 Q4	$147K	Sell	690 -106	-13%	-$22.1K	0.03%	215
2024 Q3	$155K	Hold	796	–	–	0.03%	208
2024 Q2	$160K	Hold	796	–	–	0.03%	200
2024 Q1	$154K	Hold	796	–	–	0.03%	204
2023 Q4	$157K	Hold	796	–	–	0.04%	194
2023 Q3	$139K	Sell	796 -101	-11%	-$18.5K	0.03%	198
2023 Q2	$175K	Hold	897	–	–	0.04%	176
2023 Q1	$161K	Hold	897	–	–	0.04%	177
2022 Q4	$181K	Hold	897	–	–	0.05%	156
2022 Q3	$141K	Hold	897	–	–	0.04%	172
2022 Q2	$146K	Hold	897	–	–	0.04%	169
2022 Q1	$164K	Sell	897 -72	-7%	-$13.3K	0.04%	184
2021 Q4	$189K	Hold	969	–	–	0.05%	163
2021 Q3	$193K	Buy	969 +14	+1%	+$2.98K	0.05%	159
2021 Q2	$197K	Hold	955	–	–	0.05%	154
2021 Q1	$195K	Buy	955 +101	+12%	+$19.7K	0.05%	143
2020 Q4	$162K	Buy	+854	New	+$155K	0.04%	148

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

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

SOA Wealth Advisors reduced its Honeywell (HON) stake by 95% in Q2 2026, selling an estimated $1.35M and leaving 314 shares worth $70.3K. The position accounts for 0.01% of the portfolio, ranked #329.

SOA Wealth Advisors first reported a position in HON in Q4 2020 and has held it in 23 quarters since. The position peaked at $197K in Q2 2021. 2,155 funds tracked by Wall St. Rank hold HON as of Q2 2026.

SOA Wealth Advisors held 314 shares of Honeywell worth $70.3K as of Q2 2026.
SOA Wealth Advisors sold 6,045 Honeywell shares in Q2 2026, an estimated $1.35M.
Honeywell made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #329 holding.
SOA Wealth Advisors first reported a position in Honeywell in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Honeywell position peaked at $197K in Q2 2021.
2,155 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.