Centric Wealth Management’s Honeywell HON Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.02M Hold
4,845
0.16% 100
2026
Q1
$1.02M Buy
4,845
+202
+4% +$46.2K 0.2% 95
2025
Q4
$1.06M Sell
4,643
-220
-5% -$43K 0.22% 88
2025
Q3
$923K Buy
4,863
+60
+1% +$12.5K 0.21% 93
2025
Q2
$979K Buy
4,803
+327
+7% +$66.2K 0.23% 89
2025
Q1
$893K Buy
4,476
+318
+8% +$64.3K 0.23% 90
2024
Q4
$885K Hold
4,158
0.24% 90
2024
Q3
$848K Buy
4,158
+530
+15% +$103K 0.23% 90
2024
Q2
$693K Buy
3,628
+214
+6% +$40.7K 0.2% 87
2024
Q1
$620K Sell
3,414
-19
-0.6% -$3.58K 0.2% 88
2023
Q4
$625K Buy
3,433
+1
+0% +$180 0.21% 85
2023
Q3
$598K Hold
3,432
0.25% 67
2023
Q2
$672K Buy
3,432
+13
+0.4% +$2.42K 0.27% 63
2023
Q1
$616K Buy
3,419
+4
+0.1% +$752 0.27% 65
2022
Q4
$690K Sell
3,415
-208
-6% -$39.7K 0.35% 58
2022
Q3
$570K Sell
3,623
-68
-2% -$11.8K 0.23% 79
2022
Q2
$605K Sell
3,691
-47
-1% -$8.44K 0.22% 86
2022
Q1
$686K Buy
3,738
+387
+12% +$71.6K 0.22% 90
2021
Q4
$658K Buy
3,351
+1,004
+43% +$203K 0.22% 87
2021
Q3
$470K Buy
2,347
+106
+5% +$22.6K 0.17% 97
2021
Q2
$463K Sell
2,241
-150
-6% -$31.7K 0.16% 98
2021
Q1
$489K Buy
2,391
+219
+10% +$42.8K 0.14% 143
2020
Q4
$435K Buy
2,172
+621
+40% +$113K 0.14% 134
2020
Q3
$235K Sell
1,551
-347
-18% -$51.6K 0.18% 93
2020
Q2
$259K Buy
1,898
+347
+22% +$45.9K 0.14% 117
2020
Q1
$235K Buy
+1,551
New +$240K 0.18% 93
2019
Q4
Sell
-1,551
Closed -$235K 116
2019
Q3
$235K Sell
1,551
-88
-5% -$14K 0.18% 93
2019
Q2
$270K Buy
1,639
+73
+5% +$11.6K 0.24% 83
2019
Q1
$235K Sell
1,566
-137
-8% -$19.1K 0.22% 83
2018
Q4
$212K Buy
+1,703
New +$232K 0.19% 104

Other funds holding HON

Centric Wealth Management's HON Position: Q2 2026 in Review

Centric Wealth Management held its Honeywell (HON) position steady in Q2 2026 at 4,845 shares worth $1.02M. The position accounts for 0.16% of the portfolio, ranked #100.

Centric Wealth Management first reported a position in HON in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.06M in Q4 2025. 2,156 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Centric Wealth Management held 4,845 shares of Honeywell worth $1.02M as of Q2 2026.
  • Centric Wealth Management left its Honeywell share count unchanged in Q2 2026.
  • Honeywell made up 0.16% of Centric Wealth Management's portfolio in Q2 2026, its #100 holding.
  • Centric Wealth Management first reported a position in Honeywell in Q4 2018 and has held it in 30 quarters since.
  • Centric Wealth Management's Honeywell position peaked at $1.06M in Q4 2025.
  • 2,156 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Centric Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.