Superior Planning, LLC’s Honeywell HON Stock Holding History

Superior Planning, LLC’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	$105K	Buy	+496	New	+$111K	0.04%	233

Other funds holding HON

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Superior Planning, LLC's HON Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Honeywell (HON) in Q3 2026: 496 shares worth $105K. The stake represents 0.04% of the portfolio and ranks #233 among its holdings.

1,664 funds tracked by Wall St. Rank hold HON as of Q3 2026.

Superior Planning, LLC held 496 shares of Honeywell worth $105K as of Q3 2026.
Honeywell was a new Superior Planning, LLC position in Q3 2026.
Honeywell made up 0.04% of Superior Planning, LLC's portfolio in Q3 2026, its #233 holding.
1,664 funds tracked by Wall St. Rank held Honeywell as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.