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HB Wealth Management, LLC → HONA

HB Wealth Management, LLC HONA Position History

Honeywell Aerospace Inc. • Industrials

Quarters held
5
Latest value
$6.1M
Q3 2026
Peak value
$377M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$11.3M
Q1 2026$10.7M
Q2 2026$15.2M
Q3 2026$377M
Q3 2026$6.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6.1M39.6K——
Q3 2026$377M9.40M——
Q2 2026$15.2M360.3K——
Q1 2026$10.7M254.5K——
Q4 2025$11.3M265.2K——

Other funds holding HONA

Other HB Wealth Management, LLC positions

VGES

VANGUARD INDEX FDS

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VANGUARD INDEX FDS

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$2.7B
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$1.4B
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VANGUARD SPECIALIZED FUNDS

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VANGUARD SPECIALIZED FUNDS

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BX

VANGUARD SPECIALIZED FUNDS

$1.2B