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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

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

Valeo Financial Advisors's HON Position: Q3 2026 in Review

Valeo Financial Advisors reduced its Honeywell (HON) stake by 32% in Q3 2026, selling an estimated $552K and leaving 5,225 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #286.

Valeo Financial Advisors first reported a position in HON in Q3 2017 and has held it in 37 quarters since. The position peaked at $5.26M in Q2 2025. 192 funds tracked by Wall St. Rank hold HON as of Q3 2026.

  • Valeo Financial Advisors held 5,225 shares of Honeywell worth $1.1M as of Q3 2026.
  • Valeo Financial Advisors sold 2,475 Honeywell shares in Q3 2026, an estimated $552K.
  • Honeywell made up 0.02% of Valeo Financial Advisors's portfolio in Q3 2026, its #286 holding.
  • Valeo Financial Advisors first reported a position in Honeywell in Q3 2017 and has held it in 37 quarters since.
  • Valeo Financial Advisors's Honeywell position peaked at $5.26M in Q2 2025.
  • 192 funds tracked by Wall St. Rank held Honeywell as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.