Creative Planning’s Honeywell HON Stock Holding History

Creative 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
2019 Q1	–	Sell	-106	Closed	-$1K	–	2031
2018 Q4	$1K	Buy	+106	New	+$14.5K	﹤0.01%	1925

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

Creative Planning's HON Position: Q1 2026 in Review

Creative Planning increased its Honeywell (HON) stake by 18% in Q1 2026, buying an estimated $11.9M and bringing the position to 347,594 shares worth $78.6M. The position accounts for 0.05% of the portfolio, ranked #155.

Creative Planning first reported a position in HON in Q2 2013 and has held it in 52 quarters since. 2,793 funds tracked by Wall St. Rank hold HON as of Q1 2026.

Creative Planning held 347,594 shares of Honeywell worth $78.6M as of Q1 2026.
Creative Planning bought 51,921 Honeywell shares in Q1 2026, an estimated $11.9M.
Honeywell made up 0.05% of Creative Planning's portfolio in Q1 2026, its #155 holding.
Creative Planning first reported a position in Honeywell in Q2 2013 and has held it in 52 quarters since.
2,793 funds tracked by Wall St. Rank held Honeywell as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.