Wealthcare Advisory Partners’s Honeywell HON Stock Holding History

Wealthcare Advisory Partners’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
2026 Q2	$2.15M	Sell	9,586 -9,537	-50%	-$2.13M	0.04%	347
2026 Q1	$4.32M	Buy	19,123 +975	+5%	+$223K	0.08%	207
2025 Q4	$3.54M	Buy	18,148 +6,761	+59%	+$1.32M	0.07%	232
2025 Q3	$2.26M	Buy	11,387 +813	+8%	+$170K	0.05%	313
2025 Q2	$2.32M	Buy	10,574 +627	+6%	+$127K	0.05%	294
2025 Q1	$1.99M	Buy	9,947 +654	+7%	+$132K	0.05%	283
2024 Q4	$1.98M	Buy	9,293 +3,108	+50%	+$648K	0.05%	276
2024 Q3	$1.2M	Sell	6,185 -248	-4%	-$48.1K	0.03%	376
2024 Q2	$1.29M	Sell	6,433 -5,187	-45%	-$987K	0.04%	320
2024 Q1	$2.25M	Buy	11,620 +9,047	+352%	+$1.7M	0.07%	213
2023 Q4	$509K	Sell	2,573 -80	-3%	-$14.4K	0.02%	484
2023 Q3	$462K	Sell	2,653 -624	-19%	-$114K	0.02%	452
2023 Q2	$641K	Buy	3,277 +309	+10%	+$57.4K	0.03%	386
2023 Q1	$535K	Buy	2,968 +15	+0.5%	+$2.82K	0.02%	438
2022 Q4	$596K	Buy	2,953 +281	+11%	+$53.7K	0.03%	379
2022 Q3	$420K	Buy	2,672 +1,002	+60%	+$175K	0.02%	404
2022 Q2	$274K	Sell	1,670 -542	-25%	-$97.3K	0.02%	457
2022 Q1	$406K	Buy	2,212 +74	+3%	+$13.7K	0.02%	344
2021 Q4	$420K	Sell	2,138 -1,807	-46%	-$365K	0.03%	352
2021 Q3	$789K	Buy	3,945 +743	+23%	+$158K	0.05%	225
2021 Q2	$662K	Sell	3,202 -1	-0%	-$211	0.04%	261
2021 Q1	$655K	Buy	3,203 +514	+19%	+$100K	0.05%	243
2020 Q4	$539K	Buy	2,689 +194	+8%	+$35.2K	0.05%	229
2020 Q3	$387K	Buy	2,495 +81	+3%	+$12K	0.04%	238
2020 Q2	$329K	Sell	2,414 -269	-10%	-$35.6K	0.04%	229
2020 Q1	$338K	Sell	2,683 -189	-7%	-$29.2K	0.05%	203
2019 Q4	$479K	Buy	2,872 +54	+2%	+$8.83K	0.06%	177
2019 Q3	$449K	Sell	2,818 -5	-0.2%	-$795	0.07%	165
2019 Q2	$465K	Sell	2,823 -33	-1%	-$5.25K	0.07%	150
2019 Q1	$428K	Sell	2,856 -56	-2%	-$7.83K	0.07%	149
2018 Q4	$363K	Sell	2,912 -124	-4%	-$16.9K	0.07%	141
2018 Q3	$457K	Buy	3,036 +8	+0.3%	+$1.13K	0.08%	129
2018 Q2	$394K	Buy	3,028 +326	+12%	+$43.4K	0.08%	139
2018 Q1	$353K	Buy	2,702 +685	+34%	+$94.8K	0.08%	139
2017 Q4	$279K	Buy	2,017 +82	+4%	+$11K	0.07%	142
2017 Q3	$248K	Buy	+1,935	New	+$240K	0.07%	127

Other funds holding HON

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

CIM

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

VNIM

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

SMDAM

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

PFS

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

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

SFA

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

GIA

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

Wealthcare Advisory Partners's HON Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Honeywell (HON) stake by 50% in Q2 2026, selling an estimated $2.13M and leaving 9,586 shares worth $2.15M. The position accounts for 0.04% of the portfolio, ranked #347.

Wealthcare Advisory Partners first reported a position in HON in Q3 2017 and has held it in 36 quarters since. The position peaked at $4.32M in Q1 2026. 495 funds tracked by Wall St. Rank hold HON as of Q2 2026.

Wealthcare Advisory Partners held 9,586 shares of Honeywell worth $2.15M as of Q2 2026.
Wealthcare Advisory Partners sold 9,537 Honeywell shares in Q2 2026, an estimated $2.13M.
Honeywell made up 0.04% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #347 holding.
Wealthcare Advisory Partners first reported a position in Honeywell in Q3 2017 and has held it in 36 quarters since.
Wealthcare Advisory Partners's Honeywell position peaked at $4.32M in Q1 2026.
495 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.