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Asset Planning Inc’s Honeywell HON Stock Holding History

Asset Planning Inc’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
Q2 		$442K Sell
1,974
-1,882
-49% -$420K 0.29% 50
2026
Q1 		$872K Buy
3,856
+8
+0.2% +$1.83K 0.62% 35
2025
Q4 		$751K Sell
3,848
-330
-8% -$64.6K 0.53% 37
2025
Q3 		$829K Buy
4,178
+114
+3% +$23.8K 0.6% 32
2025
Q2 		$892K Buy
4,064
+8
+0.2% +$1.62K 0.67% 28
2025
Q1 		$809K Sell
4,056
-104
-3% -$21K 0.64% 32
2024
Q4 		$886K Buy
+4,160
New +$868K 0.67% 31

Other funds holding HON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Asset Planning Inc's HON Position: Q2 2026 in Review

Asset Planning Inc reduced its Honeywell (HON) stake by 49% in Q2 2026, selling an estimated $420K and leaving 1,974 shares worth $442K. The position accounts for 0.29% of the portfolio, ranked #50.

Asset Planning Inc first reported a position in HON in Q4 2024 and has held it in 7 quarters since. The position peaked at $892K in Q2 2025. 2,155 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Asset Planning Inc held 1,974 shares of Honeywell worth $442K as of Q2 2026.
  • Asset Planning Inc sold 1,882 Honeywell shares in Q2 2026, an estimated $420K.
  • Honeywell made up 0.29% of Asset Planning Inc's portfolio in Q2 2026, its #50 holding.
  • Asset Planning Inc first reported a position in Honeywell in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's Honeywell position peaked at $892K in Q2 2025.
  • 2,155 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.