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West Branch Capital’s Honeywell HON Stock Holding History

West Branch Capital’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
-235
Closed -$53.1K – 367
2026
Q1 		$53.1K Hold
235
– – 0.01% 131
2025
Q4 		$45.8K Sell
235
-14
-6% -$2.74K 0.01% 145
2025
Q3 		$49.5K Sell
249
-40
-14% -$8.36K 0.01% 147
2025
Q2 		$63.3K Sell
289
-133
-32% -$26.9K 0.02% 131
2025
Q1 		$84.3K Buy
422
+66
+19% +$13.4K 0.03% 125
2024
Q4 		$75.9K Hold
356
– – 0.02% 134
2024
Q3 		$69.5K Buy
356
+1
+0.3% +$194 0.02% 140
2024
Q2 		$71.5K Hold
355
– – 0.03% 140
2024
Q1 		$68.8K Sell
355
-221
-38% -$41.6K 0.03% 144
2023
Q4 		$114K Buy
576
+61
+12% +$11K 0.05% 106
2023
Q3 		$89.6K Hold
515
– – 0.05% 118
2023
Q2 		$101K Hold
515
– – 0.05% 112
2023
Q1 		$92.7K Sell
515
-111
-18% -$20.9K 0.05% 118
2022
Q4 		$126K Hold
626
– – 0.08% 102
2022
Q3 		$99K Sell
626
-41
-6% -$7.14K 0.06% 116
2022
Q2 		$109K Buy
667
+117
+21% +$21K 0.06% 114
2022
Q1 		$101K Sell
550
-181
-25% -$33.5K 0.05% 131
2021
Q4 		$144K Sell
731
-111
-13% -$22.4K 0.06% 115
2021
Q3 		$169K Hold
842
– – 0.08% 94
2021
Q2 		$174K Buy
+842
New +$178K 0.09% 100

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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

West Branch Capital's HON Position: Q2 2026 in Review

West Branch Capital sold out of Honeywell (HON) in Q2 2026, closing a stake of 235 shares — an estimated $53.1K sold.

West Branch Capital first reported a position in HON in Q2 2021 and held it in 20 quarters. The position peaked at $174K in Q2 2021. 477 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • West Branch Capital reported no remaining Honeywell position as of Q2 2026 after selling out during the quarter.
  • West Branch Capital sold 235 Honeywell shares in Q2 2026, an estimated $53.1K.
  • West Branch Capital first reported a position in Honeywell in Q2 2021 and held it in 20 quarters.
  • West Branch Capital's Honeywell position peaked at $174K in Q2 2021.
  • 477 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.