BlueStem Wealth Partners’s Honeywell HON Stock Holding History

BlueStem Wealth 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 Q1	$231K	Buy	+1,024	New	+$234K	0.03%	112
2025 Q4	–	Sell	-1,020	Closed	-$202K	–	131
2025 Q3	$202K	Sell	1,020 -55	-5%	-$11.5K	0.02%	122
2025 Q2	$236K	Buy	1,075 +37	+4%	+$7.49K	0.03%	103
2025 Q1	$207K	Sell	1,038 -11	-1%	-$2.23K	0.03%	101
2024 Q4	$223K	Buy	+1,049	New	+$219K	0.03%	96

Other funds holding HON

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

BlueStem Wealth Partners's HON Position: Q1 2026 in Review

BlueStem Wealth Partners opened a new position in Honeywell (HON) in Q1 2026: 1,024 shares worth $231K. The stake represents 0.03% of the portfolio and ranks #112 among its holdings. This is a return to the name: BlueStem Wealth Partners previously reported a position in HON as recently as Q3 2025.

BlueStem Wealth Partners first reported a position in HON in Q4 2024 and has held it in 5 quarters since. The position peaked at $236K in Q2 2025. 2,795 funds tracked by Wall St. Rank hold HON as of Q1 2026.

BlueStem Wealth Partners held 1,024 shares of Honeywell worth $231K as of Q1 2026.
Honeywell was a new BlueStem Wealth Partners position in Q1 2026.
Honeywell made up 0.03% of BlueStem Wealth Partners's portfolio in Q1 2026, its #112 holding.
BlueStem Wealth Partners first reported a position in Honeywell in Q4 2024 and has held it in 5 quarters since.
BlueStem Wealth Partners's Honeywell position peaked at $236K in Q2 2025.
2,795 funds tracked by Wall St. Rank held Honeywell as of Q1 2026.

Based on BlueStem Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.