James T. Borello RIA
HON icon

James T. Borello RIA’s Honeywell HON Stock Holding History

James T. Borello RIA’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
Q3 		$16.7K Sell
79
-44
-36% -$9.8K ﹤0.01% 471
2026
Q2 		$27.5K Sell
123
-136
-53% -$30.3K 0.01% 336
2026
Q1 		$58.5K Buy
259
+80
+45% +$18.3K 0.01% 204
2025
Q4 		$34.9K Buy
179
+149
+497% +$29.1K 0.01% 207
2025
Q3 		$5.89K Buy
30
+20
+200% +$4.18K ﹤0.01% 413
2025
Q2 		$2.1K Buy
+10
New +$2.02K ﹤0.01% 255

Other funds holding HON

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

James T. Borello RIA's HON Position: Q3 2026 in Review

James T. Borello RIA reduced its Honeywell (HON) stake by 36% in Q3 2026, selling an estimated $9.8K and leaving 79 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

James T. Borello RIA first reported a position in HON in Q2 2025 and has held it in 6 quarters since. The position peaked at $58.5K in Q1 2026. 696 funds tracked by Wall St. Rank hold HON as of Q3 2026.

  • James T. Borello RIA held 79 shares of Honeywell worth $16.7K as of Q3 2026.
  • James T. Borello RIA sold 44 Honeywell shares in Q3 2026, an estimated $9.8K.
  • Honeywell made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #471 holding.
  • James T. Borello RIA first reported a position in Honeywell in Q2 2025 and has held it in 6 quarters since.
  • James T. Borello RIA's Honeywell position peaked at $58.5K in Q1 2026.
  • 696 funds tracked by Wall St. Rank held Honeywell as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.