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United Advisor Group’s Honeywell HON Stock Holding History

United Advisor Group’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 		$457K Buy
2,021
+724
+56% +$165K 0.06% 310
2025
Q4 		$253K Buy
1,297
+238
+22% +$46.6K 0.03% 418
2025
Q3 		$210K Sell
1,059
-671
-39% -$140K 0.03% 436
2025
Q2 		$380K Buy
1,730
+59
+4% +$11.9K 0.07% 273
2025
Q1 		$334K Sell
1,671
-734
-31% -$149K 0.07% 261
2024
Q4 		$512K Buy
2,405
+437
+22% +$91.1K 0.1% 191
2024
Q3 		$383K Buy
+1,968
New +$382K 0.09% 233

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

United Advisor Group's HON Position: Q1 2026 in Review

United Advisor Group increased its Honeywell (HON) stake by 56% in Q1 2026, buying an estimated $165K and bringing the position to 2,021 shares worth $457K. The position accounts for 0.06% of the portfolio, ranked #310.

United Advisor Group first reported a position in HON in Q3 2024 and has held it in 7 quarters since. The position peaked at $512K in Q4 2024. 2,794 funds tracked by Wall St. Rank hold HON as of Q1 2026.

  • United Advisor Group held 2,021 shares of Honeywell worth $457K as of Q1 2026.
  • United Advisor Group bought 724 Honeywell shares in Q1 2026, an estimated $165K.
  • Honeywell made up 0.06% of United Advisor Group's portfolio in Q1 2026, its #310 holding.
  • United Advisor Group first reported a position in Honeywell in Q3 2024 and has held it in 7 quarters since.
  • United Advisor Group's Honeywell position peaked at $512K in Q4 2024.
  • 2,794 funds tracked by Wall St. Rank held Honeywell as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.