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Souders Financial Advisors’s Honeywell HON Stock Holding History

Souders Financial 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
Q1 		$291K Buy
1,286
+145
+13% +$33.1K 0.03% 187
2025
Q4 		$223K Sell
1,141
-4,135
-78% -$809K 0.03% 200
2025
Q3 		$1.05M Sell
5,276
-1,147
-18% -$240K 0.12% 85
2025
Q2 		$1.41M Buy
6,423
+107
+2% +$21.7K 0.18% 70
2025
Q1 		$1.26M Sell
6,316
-759
-11% -$154K 0.18% 80
2024
Q4 		$1.51M Buy
7,075
+458
+7% +$95.5K 0.21% 83
2024
Q3 		$1.29M Buy
6,617
+934
+16% +$181K 0.18% 87
2024
Q2 		$1.14M Buy
+5,683
New +$1.08M 0.17% 90
2024
Q1 		– Sell
-16,372
Closed -$3.24M – 163
2023
Q4 		$3.24M Buy
16,372
+149
+0.9% +$26.9K 0.55% 53
2023
Q3 		$2.82M Buy
16,223
+567
+4% +$104K 0.54% 59
2023
Q2 		$3.06M Sell
15,656
-815
-5% -$151K 0.59% 53
2023
Q1 		$2.97M Buy
16,471
+337
+2% +$63.4K 0.63% 55
2022
Q4 		$3.26M Buy
16,134
+354
+2% +$67.6K 0.74% 39
2022
Q3 		$2.48M Buy
15,780
+385
+3% +$67.1K 0.67% 49
2022
Q2 		$2.52M Buy
15,395
+648
+4% +$116K 0.73% 46
2022
Q1 		$2.71M Buy
14,747
+8,841
+150% +$1.64M 0.78% 40
2021
Q4 		$1.16M Buy
5,906
+486
+9% +$98.1K 0.33% 69
2021
Q3 		$1.08M Buy
5,420
+807
+17% +$172K 0.35% 65
2021
Q2 		$954K Buy
4,613
+695
+18% +$147K 0.32% 73
2021
Q1 		$802K Buy
3,918
+1,501
+62% +$293K 0.31% 67
2020
Q4 		$485K Buy
2,417
+11
+0.5% +$2K 0.21% 81
2020
Q3 		$458K Buy
+2,406
New +$358K 0.22% 78

Other funds holding HON

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Souders Financial Advisors's HON Position: Q1 2026 in Review

Souders Financial Advisors increased its Honeywell (HON) stake by 13% in Q1 2026, buying an estimated $33.1K and bringing the position to 1,286 shares worth $291K. The position accounts for 0.03% of the portfolio, ranked #187.

Souders Financial Advisors first reported a position in HON in Q3 2020 and has held it in 22 quarters since. The position peaked at $3.26M in Q4 2022. 2,795 funds tracked by Wall St. Rank hold HON as of Q1 2026.

  • Souders Financial Advisors held 1,286 shares of Honeywell worth $291K as of Q1 2026.
  • Souders Financial Advisors bought 145 Honeywell shares in Q1 2026, an estimated $33.1K.
  • Honeywell made up 0.03% of Souders Financial Advisors's portfolio in Q1 2026, its #187 holding.
  • Souders Financial Advisors first reported a position in Honeywell in Q3 2020 and has held it in 22 quarters since.
  • Souders Financial Advisors's Honeywell position peaked at $3.26M in Q4 2022.
  • 2,795 funds tracked by Wall St. Rank held Honeywell as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.