EverSource Wealth Advisors, LLC
Position in HON — Honeywell International Inc
CIK 1710537
BIRMINGHAM, AL
Position in HON
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$1,161,790
+$482,306 QoQ
Shares Held
4,901
+47.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in HON Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $2,458,364 across 19 Conglomerates names. HON ranks #1 (47.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HON |
Honeywell International Inc
This page
|
4,901 | $1,161,790 | |
| 2 | MMM |
3M Co
|
4,443 | $645,250 | |
| 3 | GHC |
Graham Holdings Co
|
210 | $222,022 | |
| 4 | VMI |
Valmont Industries Inc
|
426 | $170,211 | |
| 5 | DLX |
Deluxe Corp
|
2,347 | $64,633 | |
| 6 | TTI |
Tetra Technologies Inc
|
4,944 | $42,119 | |
| 7 | OTTR |
Otter Tail Corp
|
393 | $34,489 | |
| 8 | CODI |
Compass Diversified Holdings
|
3,513 | $27,608 |
All Filings in HON
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,161,790 | 4,901 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $679,484 | 3,321 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $669,367 | 3,217 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $776,214 | 3,372 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $694,902 | 3,320 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $683,472 | 3,061 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $693,685 | 3,395 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $673,334 | 3,190 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $496,656 | 2,448 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $430,543 | 2,077 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $288,886 | 1,582 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $327,965 | 1,599 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $296,597 | 1,570 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $341,679 | 1,613 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $274,468 | 1,663 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $391,715 | 2,280 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $457,182 | 2,377 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $328,532 | 1,594 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||