BFP
HON icon

Birchwood Financial Partners’s Honeywell HON Stock Holding History

Birchwood Financial Partners’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 		$21.3K Sell
95
-95
-50% -$21.2K 0.02% 237
2026
Q1 		$42.9K Hold
190
– – 0.04% 181
2025
Q4 		$37.1K Buy
+190
New +$37.2K 0.04% 193

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

Birchwood Financial Partners's HON Position: Q2 2026 in Review

Birchwood Financial Partners reduced its Honeywell (HON) stake by 50% in Q2 2026, selling an estimated $21.2K and leaving 95 shares worth $21.3K. The position accounts for 0.02% of the portfolio, ranked #237.

Birchwood Financial Partners first reported a position in HON in Q4 2025 and has held it in 3 quarters since. The position peaked at $42.9K in Q1 2026. 2,155 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Birchwood Financial Partners held 95 shares of Honeywell worth $21.3K as of Q2 2026.
  • Birchwood Financial Partners sold 95 Honeywell shares in Q2 2026, an estimated $21.2K.
  • Honeywell made up 0.02% of Birchwood Financial Partners's portfolio in Q2 2026, its #237 holding.
  • Birchwood Financial Partners first reported a position in Honeywell in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's Honeywell position peaked at $42.9K in Q1 2026.
  • 2,155 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.