Wealth Enhancement Advisory Services
HON icon

Wealth Enhancement Advisory Services’s Honeywell HON Stock Holding History

Wealth Enhancement Advisory Services’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
2024
Q4 		– Sell
-6,366
Closed -$20.4K – 3027
2024
Q3 		$20.4K Buy
6,366
+6,154
+2,903% +$1.19M ﹤0.01% 2666
2024
Q2 		$360 Sell
212
-1,380
-87% -$263K ﹤0.01% 2607
2024
Q1 		$863 Buy
1,592
+1,380
+651% +$260K ﹤0.01% 2466
2023
Q4 		$1.17K Sell
212
-4,669
-96% -$842K ﹤0.01% 2320
2023
Q3 		$47K Buy
+4,881
New +$893K ﹤0.01% 2162

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
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
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Wealth Enhancement Advisory Services's HON Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Honeywell (HON) stake by 3% in Q3 2026, buying an estimated $1.05M and bringing the position to 159,936 shares worth $24.4M. The position accounts for 0.04% of the portfolio, ranked #427.

Wealth Enhancement Advisory Services first reported a position in HON in Q3 2016 and has held it in 27 quarters since. The position peaked at $77M in Q2 2025. 192 funds tracked by Wall St. Rank hold HON as of Q3 2026.

  • Wealth Enhancement Advisory Services held 159,936 shares of Honeywell worth $24.4M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 4,724 Honeywell shares in Q3 2026, an estimated $1.05M.
  • Honeywell made up 0.04% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #427 holding.
  • Wealth Enhancement Advisory Services first reported a position in Honeywell in Q3 2016 and has held it in 27 quarters since.
  • Wealth Enhancement Advisory Services's Honeywell position peaked at $77M in Q2 2025.
  • 192 funds tracked by Wall St. Rank held Honeywell as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.