Cherry Tree Wealth Management’s Honeywell HON Stock Holding History

Cherry Tree Wealth Management’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	$28.2K	Sell	126 -127	-50%	-$28.3K	0.01%	341
2026 Q1	$57.1K	Hold	253	–	–	0.01%	256
2025 Q4	$49.3K	Sell	253 -32	-11%	-$6.26K	0.01%	268
2025 Q3	$56.5K	Hold	285	–	–	0.01%	250
2025 Q2	$62.5K	Sell	285 -9	-3%	-$1.82K	0.01%	244
2025 Q1	$58.5K	Hold	294	–	–	0.01%	248
2024 Q4	$62.5K	Hold	294	–	–	0.02%	240
2024 Q3	$57.2K	Hold	294	–	–	0.01%	249
2024 Q2	$59K	Hold	294	–	–	0.01%	245
2024 Q1	$56.8K	Hold	294	–	–	0.01%	241
2023 Q4	$58K	Buy	294 +212	+259%	+$38.2K	0.02%	234
2023 Q3	$14.1K	Buy	82 +45	+122%	+$8.23K	﹤0.01%	311
2023 Q2	$7.16K	Buy	+37	New	+$6.87K	﹤0.01%	371

Other funds holding HON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Cherry Tree Wealth Management's HON Position: Q2 2026 in Review

Cherry Tree Wealth Management reduced its Honeywell (HON) stake by 50% in Q2 2026, selling an estimated $28.3K and leaving 126 shares worth $28.2K. The position accounts for 0.01% of the portfolio, ranked #341.

Cherry Tree Wealth Management first reported a position in HON in Q2 2023 and has held it in 13 quarters since. The position peaked at $62.5K in Q2 2025. 2,179 funds tracked by Wall St. Rank hold HON as of Q2 2026.

Cherry Tree Wealth Management held 126 shares of Honeywell worth $28.2K as of Q2 2026.
Cherry Tree Wealth Management sold 127 Honeywell shares in Q2 2026, an estimated $28.3K.
Honeywell made up 0.01% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #341 holding.
Cherry Tree Wealth Management first reported a position in Honeywell in Q2 2023 and has held it in 13 quarters since.
Cherry Tree Wealth Management's Honeywell position peaked at $62.5K in Q2 2025.
2,179 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.