Venturi Wealth Management’s Honeywell Aerospace HONA Stock Holding History

Venturi Wealth Management’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	$273K	Buy	+1,233	New	+$272K	0.01%	529

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

Venturi Wealth Management's HONA Position: Q2 2026 in Review

Venturi Wealth Management opened a new position in Honeywell Aerospace (HONA) in Q2 2026: 1,233 shares worth $273K. The stake represents 0.01% of the portfolio and ranks #529 among its holdings.

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

Venturi Wealth Management held 1,233 shares of Honeywell Aerospace worth $273K as of Q2 2026.
Honeywell Aerospace was a new Venturi Wealth Management position in Q2 2026.
Honeywell Aerospace made up 0.01% of Venturi Wealth Management's portfolio in Q2 2026, its #529 holding.
458 funds tracked by Wall St. Rank held Honeywell Aerospace as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.