MCDANIEL TERRY & CO HONA — Honeywell Aerospace

Ownership history in MCDANIEL TERRY & CO  ·  1 quarter on record

AI Ownership Summary

MCDANIEL TERRY & CO reported Honeywell Aerospace (HONA) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 1.18% in 2026 Q2. The latest visible filing shows HONA at 1.18% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HONA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MCDANIEL TERRY & CO's position in Honeywell Aerospace, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

HONA was reported at 1.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.18% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MCDANIEL TERRY & CO held HONA — position size vs. price
% of Fund (quarterly)    HONA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED — — — 68,390 — — 1.18% $15.1M 2026-07-30 $204.32

FAQ About MCDANIEL TERRY & CO and HONA

These are the practical questions this page is built to answer before you even open the full history table.

How long has MCDANIEL TERRY & CO reported owning HONA?

MCDANIEL TERRY & CO reported HONA across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported HONA position in MCDANIEL TERRY & CO's portfolio?

The largest reported portfolio weight for HONA was 1.18% in 2026 Q2.

What is the latest reported HONA position on this page?

The most recent filing on this page is 2026 Q2, when MCDANIEL TERRY & CO reported 68,390 shares, equal to 1.18% of portfolio, with an estimated market value of $15.1M.

What does the chart on this HONA ownership page compare?

The chart compares MCDANIEL TERRY & CO's quarterly HONA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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