VFA
HON icon

Valeo Financial Advisors’s Honeywell HON Stock Holding History

Valeo 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
2023
Q2 		– Sell
-3,077
Closed -$554 – 640
2023
Q1 		$554 Buy
+3,077
New +$579K ﹤0.01% 619

Other funds holding HON

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
MHC
Meyer Handelman Company Rye Brook, New York $3.53B AUM 30.49% 1-Year Est. Return

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. 1,049 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.
  • 1,049 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.