United Capital Financial Advisors’s Honeywell HON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $19.4M | Sell |
86,468
-61,608
| -42% | -$13.7M | 0.11% | 161 |
|
|
2026
Q1 | $33.5M | Buy |
148,076
+18,193
| +14% | +$4.16M | 0.21% | 94 |
|
|
2025
Q4 | $25.3M | Buy |
129,883
+31,283
| +32% | +$6.12M | 0.15% | 118 |
|
|
2025
Q3 | $19.6M | Buy |
98,600
+45,925
| +87% | +$9.59M | 0.14% | 131 |
|
|
2025
Q2 | $11.6M | Buy |
52,675
+303
| +0.6% | +$61.3K | 0.09% | 171 |
|
|
2025
Q1 | $10.5M | Buy |
52,372
+26,819
| +105% | +$5.43M | 0.09% | 172 |
|
|
2024
Q4 | $5.44M | Sell |
25,553
-97
| -0.4% | -$20.2K | 0.05% | 249 |
|
|
2024
Q3 | $5M | Buy |
25,650
+1,124
| +5% | +$218K | 0.04% | 264 |
|
|
2024
Q2 | $4.94M | Sell |
24,526
-885
| -3% | -$168K | 0.04% | 260 |
|
|
2024
Q1 | $4.92M | Sell |
25,411
-4,055
| -14% | -$764K | 0.04% | 287 |
|
|
2023
Q4 | $5.82M | Buy |
29,466
+384
| +1% | +$69.2K | 0.05% | 269 |
|
|
2023
Q3 | $5.06M | Sell |
29,082
-8,203
| -22% | -$1.5M | 0.03% | 297 |
|
|
2023
Q2 | $7.29M | Sell |
37,285
-7,365
| -16% | -$1.37M | 0.04% | 270 |
|
|
2023
Q1 | $8.04M | Sell |
44,650
-15,473
| -26% | -$2.91M | 0.04% | 267 |
|
|
2022
Q4 | $12.1M | Buy |
60,123
+231
| +0.4% | +$44.1K | 0.07% | 225 |
|
|
2022
Q3 | $9.43M | Sell |
59,892
-1,077
| -2% | -$188K | 0.06% | 248 |
|
|
2022
Q2 | $9.99M | Sell |
60,969
-1,102
| -2% | -$198K | 0.05% | 257 |
|
|
2022
Q1 | $11.4M | Buy |
62,071
+480
| +0.8% | +$88.8K | 0.06% | 263 |
|
|
2021
Q4 | $12.1M | Sell |
61,591
-4,348
| -7% | -$878K | 0.06% | 264 |
|
|
2021
Q3 | $13.2M | Buy |
65,939
+17,887
| +37% | +$3.81M | 0.07% | 246 |
|
|
2021
Q2 | $9.93M | Sell |
48,052
-992
| -2% | -$210K | 0.05% | 271 |
|
|
2021
Q1 | $10M | Sell |
49,044
-1,838
| -4% | -$359K | 0.06% | 259 |
|
|
2020
Q4 | $10.2M | Sell |
50,882
-17,592
| -26% | -$3.2M | 0.06% | 250 |
|
|
2020
Q3 | $10.6M | Buy |
68,474
+3,957
| +6% | +$588K | 0.07% | 241 |
|
|
2020
Q2 | $8.79M | Buy |
64,517
+3,556
| +6% | +$471K | 0.06% | 270 |
|
|
2020
Q1 | $7.69M | Sell |
60,961
-10,972
| -15% | -$1.69M | 0.06% | 273 |
|
|
2019
Q4 | $12M | Buy |
71,933
+21,166
| +42% | +$3.46M | 0.08% | 282 |
|
|
2019
Q3 | $8.1M | Sell |
50,767
-22,693
| -31% | -$3.61M | 0.06% | 319 |
|
|
2019
Q2 | $12.1M | Buy |
73,460
+12,550
| +21% | +$2M | 0.08% | 265 |
|
|
2019
Q1 | $9.12M | Sell |
60,910
-1,081
| -2% | -$151K | 0.06% | 307 |
|
|
2018
Q4 | $7.72M | Sell |
61,991
-303
| -0.5% | -$41.4K | 0.06% | 300 |
|
|
2018
Q3 | $9.36M | Buy |
62,294
+1,854
| +3% | +$263K | 0.07% | 312 |
|
|
2018
Q2 | $7.87M | Sell |
60,440
-25
| -0% | -$3.33K | 0.06% | 341 |
|
|
2018
Q1 | $7.89M | Buy |
60,465
+1,437
| +2% | +$199K | 0.06% | 338 |
|
|
2017
Q4 | $8.22M | Sell |
59,028
-1,307
| -2% | -$175K | 0.06% | 323 |
|
|
2017
Q3 | $7.72M | Sell |
60,335
-80
| -0.1% | -$9.92K | 0.07% | 322 |
|
|
2017
Q2 | $7.27M | Sell |
60,415
-1,631
| -3% | -$192K | 0.07% | 322 |
|
|
2017
Q1 | $7M | Sell |
62,046
-3,369
| -5% | -$372K | 0.07% | 320 |
|
|
2016
Q4 | $6.85M | Buy |
65,415
+6,088
| +10% | +$619K | 0.07% | 325 |
|
|
2016
Q3 | $6.21M | Buy |
59,327
+15,234
| +35% | +$1.59M | 0.06% | 346 |
|
|
2016
Q2 | $4.6M | Buy |
44,093
+1,880
| +4% | +$193K | 0.05% | 374 |
|
|
2016
Q1 | $4.25M | Buy |
42,213
+4,114
| +11% | +$386K | 0.05% | 366 |
|
|
2015
Q4 | $3.55M | Sell |
38,099
-8,306
| -18% | -$762K | 0.04% | 417 |
|
|
2015
Q3 | $3.95M | Buy |
46,405
+1,998
| +4% | +$182K | 0.05% | 373 |
|
|
2015
Q2 | $4.07M | Buy |
44,407
+2,896
| +7% | +$270K | 0.05% | 395 |
|
|
2015
Q1 | $3.76M | Buy |
41,511
+9,120
| +28% | +$835K | 0.05% | 399 |
|
|
2014
Q4 | $2.91M | Buy |
32,391
+3,658
| +13% | +$315K | 0.04% | 377 |
|
|
2014
Q3 | $2.4M | Sell |
28,733
-846
| -3% | -$71.9K | 0.04% | 397 |
|
|
2014
Q2 | $2.47M | Buy |
29,579
+980
| +3% | +$81.9K | 0.05% | 375 |
|
|
2014
Q1 | $2.38M | Buy |
28,599
+6,958
| +32% | +$576K | 0.05% | 331 |
|
|
2013
Q4 | $1.78M | Buy |
+21,641
| New | +$1.69M | 0.06% | 258 |
|
|
2013
Q3 | – | Sell |
-27,373
| Closed | -$1.95M | – | 706 |
|
|
2013
Q2 | $1.95M | Buy |
+27,373
| New | +$1.89M | 0.05% | 312 |
|
Other funds holding HON
United Capital Financial Advisors's HON Position: Q2 2026 in Review
United Capital Financial Advisors reduced its Honeywell (HON) stake by 42% in Q2 2026, selling an estimated $13.7M and leaving 86,468 shares worth $19.4M. The position accounts for 0.11% of the portfolio, ranked #161.
United Capital Financial Advisors first reported a position in HON in Q2 2013 and has held it in 52 quarters since. The position peaked at $33.5M in Q1 2026. 2,151 funds tracked by Wall St. Rank hold HON as of Q2 2026.
- United Capital Financial Advisors held 86,468 shares of Honeywell worth $19.4M as of Q2 2026.
- United Capital Financial Advisors sold 61,608 Honeywell shares in Q2 2026, an estimated $13.7M.
- Honeywell made up 0.11% of United Capital Financial Advisors's portfolio in Q2 2026, its #161 holding.
- United Capital Financial Advisors first reported a position in Honeywell in Q2 2013 and has held it in 52 quarters since.
- United Capital Financial Advisors's Honeywell position peaked at $33.5M in Q1 2026.
- 2,151 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.