CFFP
HON icon

Center for Financial Planning’s Honeywell HON Stock Holding History

Center for Financial Planning’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 		$50.4K Sell
217
-17
-7% -$3.79K ﹤0.01% 320
2026
Q1 		$52.9K Hold
234
– – 0.01% 291
2025
Q4 		$45.7K Sell
234
-14
-6% -$2.74K ﹤0.01% 309
2025
Q3 		$49.3K Hold
248
– – 0.01% 306
2025
Q2 		$54.5K Sell
248
-7
-3% -$1.42K 0.01% 287
2025
Q1 		$50.8K Hold
255
– – 0.01% 273
2024
Q4 		$54.2K Buy
255
+39
+18% +$8.13K 0.01% 255
2024
Q3 		$42.2K Hold
216
– – 0.01% 275
2024
Q2 		$43.6K Sell
216
-68
-24% -$12.9K 0.01% 254
2024
Q1 		$55K Buy
284
+74
+35% +$13.9K 0.01% 227
2023
Q4 		$41.5K Hold
210
– – 0.01% 242
2023
Q3 		$36.6K Sell
210
-22
-9% -$4.03K 0.01% 243
2023
Q2 		$45.4K Buy
232
+22
+10% +$4.09K 0.01% 240
2023
Q1 		$37.8K Sell
210
-424
-67% -$79.7K 0.01% 246
2022
Q4 		$128K Sell
634
-86
-12% -$16.4K 0.03% 145
2022
Q3 		$113K Buy
720
+79
+12% +$13.8K 0.03% 148
2022
Q2 		$105K Hold
641
– – 0.03% 159
2022
Q1 		$118K Hold
641
– – 0.02% 162
2021
Q4 		$126K Buy
641
+7
+1% +$1.41K 0.03% 156
2021
Q3 		$127K Hold
634
– – 0.03% 149
2021
Q2 		$131K Sell
634
-6
-0.9% -$1.27K 0.03% 149
2021
Q1 		$131K Sell
640
-424
-40% -$82.8K 0.03% 144
2020
Q4 		$213K Sell
1,064
-69
-6% -$12.5K 0.06% 112
2020
Q3 		$176K Buy
1,133
+69
+6% +$10.3K 0.06% 119
2020
Q2 		$145K Sell
1,064
-66
-6% -$8.73K 0.05% 126
2020
Q1 		$142K Buy
1,130
+66
+6% +$10.2K 0.05% 120
2019
Q4 		$178K Buy
+1,064
New +$174K 0.04% 109

Other funds holding HON

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Center for Financial Planning's HON Position: Q2 2026 in Review

Center for Financial Planning reduced its Honeywell (HON) stake by 7.3% in Q2 2026, selling an estimated $3.79K and leaving 217 shares worth $50.4K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Center for Financial Planning first reported a position in HON in Q4 2019 and has held it in 27 quarters since. The position peaked at $213K in Q4 2020. 632 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Center for Financial Planning held 217 shares of Honeywell worth $50.4K as of Q2 2026.
  • Center for Financial Planning sold 17 Honeywell shares in Q2 2026, an estimated $3.79K.
  • Honeywell made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #320 holding.
  • Center for Financial Planning first reported a position in Honeywell in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's Honeywell position peaked at $213K in Q4 2020.
  • 632 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.