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Birch Financial Group’s Honeywell HON Stock Holding History

Birch Financial Group’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 		$321K Sell
1,433
-1,431
-50% -$319K 0.16% 103
2026
Q1 		$647K Buy
2,864
+9
+0.3% +$2.06K 0.38% 59
2025
Q4 		$557K Sell
2,855
-174
-6% -$34K 0.32% 63
2025
Q3 		$601K Buy
3,029
+13
+0.4% +$2.72K 0.35% 61
2025
Q2 		$662K Buy
3,016
+44
+1% +$8.91K 0.53% 44
2025
Q1 		$593K Buy
+2,972
New +$601K 0.53% 45

Other funds holding HON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Birch Financial Group's HON Position: Q2 2026 in Review

Birch Financial Group reduced its Honeywell (HON) stake by 50% in Q2 2026, selling an estimated $319K and leaving 1,433 shares worth $321K. The position accounts for 0.16% of the portfolio, ranked #103.

Birch Financial Group first reported a position in HON in Q1 2025 and has held it in 6 quarters since. The position peaked at $662K in Q2 2025. 1,338 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Birch Financial Group held 1,433 shares of Honeywell worth $321K as of Q2 2026.
  • Birch Financial Group sold 1,431 Honeywell shares in Q2 2026, an estimated $319K.
  • Honeywell made up 0.16% of Birch Financial Group's portfolio in Q2 2026, its #103 holding.
  • Birch Financial Group first reported a position in Honeywell in Q1 2025 and has held it in 6 quarters since.
  • Birch Financial Group's Honeywell position peaked at $662K in Q2 2025.
  • 1,338 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.