Position in HON
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$13,135,989
-$13,116,043 QoQ
Shares Held
58,669
-47.0% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#280
of 1,999 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in HON Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026Waverly Advisors, LLC holds $18,383,087 across 4 Conglomerates names. HON ranks #1 (71.5% of the industry book) .
All Filings in HON
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,135,989 | 58,669 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $26,252,032 | 116,144 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $20,847,903 | 106,863 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $18,746,705 | 89,058 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $19,750,318 | 84,809 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $17,493,300 | 82,613 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,072,344 | 18,028 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,935,901 | 14,203 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,055,970 | 14,311 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,410,866 | 11,746 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,822,589 | 8,691 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $1,628,851 | 8,817 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $1,781,801 | 8,587 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $297,000 | 1,554 | Shares | Other | 2023-05-16 | |
| 2022-12-31 | $329,806 | 1,539 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $258,135 | 1,546 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $252,024 | 1,450 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $296,150 | 1,522 | Shares | Other | 2022-05-17 | |
| 2021-12-31 | $315,475 | 1,513 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $390,807 | 1,841 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $258,613 | 1,179 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $257,227 | 1,185 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $229,928 | 1,081 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||