Valeo 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
$1.72M Sell
7,700
-8,340
-52% -$1.86M 0.04% 213
2026
Q1
$3.63M Sell
16,040
-4,091
-20% -$935K 0.09% 110
2025
Q4
$3.93M Sell
20,131
-1,993
-9% -$390K 0.09% 109
2025
Q3
$4.39M Sell
22,124
-1,861
-8% -$389K 0.1% 101
2025
Q2
$5.26M Buy
23,985
+769
+3% +$156K 0.13% 87
2025
Q1
$4.63M Buy
23,216
+1,214
+6% +$246K 0.13% 80
2024
Q4
$4.68M Sell
22,002
-1,117
-5% -$233K 0.13% 81
2024
Q3
$4.5M Buy
23,119
+228
+1% +$44.2K 0.13% 80
2024
Q2
$4.61M Sell
22,891
-681
-3% -$130K 0.14% 72
2024
Q1
$4.33M Sell
23,572
-476
-2% -$89.6K 0.16% 69
2023
Q4
$4.75M Buy
24,048
+971
+4% +$175K 0.19% 66
2023
Q3
$4.02M Buy
23,077
+3,722
+19% +$681K 0.18% 69
2023
Q2
$3.79M Sell
19,355
-966
-5% -$179K 0.17% 78
2023
Q1
$3.66M Buy
20,321
+85
+0.4% +$16K 0.18% 81
2022
Q4
$4.09M Buy
20,236
+539
+3% +$103K 0.22% 65
2022
Q3
$3.1M Buy
19,697
+4,860
+33% +$847K 0.2% 69
2022
Q2
$2.43M Sell
14,837
-743
-5% -$133K 0.15% 87
2022
Q1
$2.86M Buy
15,580
+514
+3% +$95.1K 0.15% 91
2021
Q4
$2.96M Sell
15,066
-692
-4% -$140K 0.16% 83
2021
Q3
$3.15M Buy
15,758
+887
+6% +$189K 0.18% 81
2021
Q2
$3.07M Sell
14,871
-4,347
-23% -$919K 0.19% 80
2021
Q1
$3.93M Sell
19,218
-29,462
-61% -$5.75M 0.18% 69
2020
Q4
$4.11M Buy
48,680
+30,493
+168% +$5.54M 0.21% 60
2020
Q3
$2.82M Buy
18,187
+3,596
+25% +$534K 0.25% 63
2020
Q2
$1.99M Buy
14,591
+3,467
+31% +$459K 0.18% 77
2020
Q1
$1.5M Buy
11,124
+1,204
+12% +$186K 0.16% 87
2019
Q4
$1.66M Buy
9,920
+445
+5% +$72.7K 0.16% 94
2019
Q3
$1.51M Buy
9,475
+466
+5% +$74.1K 0.17% 83
2019
Q2
$1.48M Sell
9,009
-316
-3% -$50.3K 0.17% 90
2019
Q1
$1.4M Buy
9,325
+285
+3% +$39.8K 0.17% 93
2018
Q4
$1.13M Sell
9,040
-470
-5% -$64.2K 0.16% 102
2018
Q3
$1.24M Buy
9,510
+1,498
+19% +$212K 0.17% 98
2018
Q2
$1.1M Buy
8,012
+100
+1% +$13.3K 0.15% 104
2018
Q1
$1.03M Sell
7,912
-384
-5% -$53.1K 0.17% 101
2017
Q4
$1.15M Buy
8,296
+6,805
+456% +$913K 0.19% 95
2017
Q3
$191K Buy
+1,491
New +$185K 0.04% 205

Other funds holding HON

Valeo Financial Advisors's HON Position: Q2 2026 in Review

Valeo Financial Advisors reduced its Honeywell (HON) stake by 52% in Q2 2026, selling an estimated $1.86M and leaving 7,700 shares worth $1.72M. The position accounts for 0.04% of the portfolio, ranked #213.

Valeo Financial Advisors first reported a position in HON in Q3 2017 and has held it in 36 quarters since. The position peaked at $5.26M in Q2 2025. 2,155 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Valeo Financial Advisors held 7,700 shares of Honeywell worth $1.72M as of Q2 2026.
  • Valeo Financial Advisors sold 8,340 Honeywell shares in Q2 2026, an estimated $1.86M.
  • Honeywell made up 0.04% of Valeo Financial Advisors's portfolio in Q2 2026, its #213 holding.
  • Valeo Financial Advisors first reported a position in Honeywell in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's Honeywell position peaked at $5.26M in Q2 2025.
  • 2,155 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.