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Wellspring Financial Advisors’s Honeywell HON Stock Holding History

Wellspring 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
2026
Q2 		– Sell
-6,630
Closed -$1.5M – 298
2026
Q1 		$1.5M Buy
6,630
+4,031
+155% +$921K 0.11% 75
2025
Q4 		$507K Buy
2,599
+1,471
+130% +$288K 0.04% 143
2025
Q3 		$224K Sell
1,128
-6
-0.5% -$1.25K 0.02% 147
2025
Q2 		$249K Buy
+1,134
New +$230K 0.03% 129

Other funds holding HON

RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Wellspring Financial Advisors's HON Position: Q2 2026 in Review

Wellspring Financial Advisors sold out of Honeywell (HON) in Q2 2026, closing a stake of 6,630 shares — an estimated $1.5M sold.

Wellspring Financial Advisors first reported a position in HON in Q2 2025 and held it in 4 quarters. The position peaked at $1.5M in Q1 2026. 633 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Wellspring Financial Advisors reported no remaining Honeywell position as of Q2 2026 after selling out during the quarter.
  • Wellspring Financial Advisors sold 6,630 Honeywell shares in Q2 2026, an estimated $1.5M.
  • Wellspring Financial Advisors first reported a position in Honeywell in Q2 2025 and held it in 4 quarters.
  • Wellspring Financial Advisors's Honeywell position peaked at $1.5M in Q1 2026.
  • 633 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.