Valeo Financial Advisors’s Honeywell Aerospace HONA Stock Holding History

Valeo Financial Advisors’s Portfolio HONA Stock Details HONA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.8M	Buy	+8,129	New	+$1.79M	0.04%	202

Other funds holding HONA

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Valeo Financial Advisors opened a new position in Honeywell Aerospace (HONA) in Q2 2026: 8,129 shares worth $1.8M. The stake represents 0.04% of the portfolio and ranks #202 among its holdings.

450 funds tracked by Wall St. Rank hold HONA as of Q2 2026.

Valeo Financial Advisors held 8,129 shares of Honeywell Aerospace worth $1.8M as of Q2 2026.
Honeywell Aerospace was a new Valeo Financial Advisors position in Q2 2026.
Honeywell Aerospace made up 0.04% of Valeo Financial Advisors's portfolio in Q2 2026, its #202 holding.
450 funds tracked by Wall St. Rank held Honeywell Aerospace as of Q2 2026.

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