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Elwood & Goetz Wealth Advisory Group’s Honeywell HON Stock Holding History

Elwood & Goetz Wealth Advisory Group’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 		– Sell
-1,206
Closed -$273K – 150
2026
Q1 		$273K Buy
1,206
+76
+7% +$17.4K 0.05% 116
2025
Q4 		$220K Sell
1,130
-13
-1% -$2.54K 0.04% 126
2025
Q3 		$227K Buy
1,143
+8
+0.7% +$1.67K 0.04% 121
2025
Q2 		$249K Hold
1,135
– – 0.05% 99
2025
Q1 		$227K Hold
1,135
– – 0.06% 89
2024
Q4 		$242K Buy
1,135
+20
+2% +$4.17K 0.06% 87
2024
Q3 		$217K Buy
+1,115
New +$216K 0.05% 99

Other funds holding HON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's HON Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group sold out of Honeywell (HON) in Q2 2026, closing a stake of 1,206 shares — an estimated $273K sold.

Elwood & Goetz Wealth Advisory Group first reported a position in HON in Q3 2024 and held it in 7 quarters. The position peaked at $273K in Q1 2026. 2,155 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Elwood & Goetz Wealth Advisory Group reported no remaining Honeywell position as of Q2 2026 after selling out during the quarter.
  • Elwood & Goetz Wealth Advisory Group sold 1,206 Honeywell shares in Q2 2026, an estimated $273K.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Honeywell in Q3 2024 and held it in 7 quarters.
  • Elwood & Goetz Wealth Advisory Group's Honeywell position peaked at $273K in Q1 2026.
  • 2,155 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.