Envestnet Portfolio Solutions’s Honeywell HON Stock Holding History

Envestnet Portfolio Solutions’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	$3.8M	Sell	16,984 -9,878	-37%	-$2.2M	0.02%	376
2026 Q1	$6.07M	Sell	26,862 -24,081	-47%	-$5.5M	0.03%	254
2025 Q4	$9.94M	Sell	50,943 -3,572	-7%	-$699K	0.03%	240
2025 Q3	$10.8M	Sell	54,515 -6,461	-11%	-$1.35M	0.04%	214
2025 Q2	$13.4M	Sell	60,976 -3,735	-6%	-$756K	0.05%	187
2025 Q1	$12.9M	Sell	64,711 -10,869	-14%	-$2.2M	0.05%	182
2024 Q4	$16.1M	Buy	75,580 +907	+1%	+$189K	0.05%	164
2024 Q3	$14.5M	Sell	74,673 -5,879	-7%	-$1.14M	0.05%	192
2024 Q2	$16.2M	Buy	80,552 +4,930	+7%	+$938K	0.06%	169
2024 Q1	$14.6M	Sell	75,622 -20,114	-21%	-$3.79M	0.06%	180
2023 Q4	$18.9M	Buy	95,736 +8,787	+10%	+$1.58M	0.08%	123
2023 Q3	$15.1M	Buy	+86,949	New	+$15.9M	0.07%	134

Other funds holding HON

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Envestnet Portfolio Solutions's HON Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Honeywell (HON) stake by 37% in Q2 2026, selling an estimated $2.2M and leaving 16,984 shares worth $3.8M. The position accounts for 0.02% of the portfolio, ranked #376.

Envestnet Portfolio Solutions first reported a position in HON in Q3 2023 and has held it in 12 quarters since. The position peaked at $18.9M in Q4 2023. 477 funds tracked by Wall St. Rank hold HON as of Q2 2026.

Envestnet Portfolio Solutions held 16,984 shares of Honeywell worth $3.8M as of Q2 2026.
Envestnet Portfolio Solutions sold 9,878 Honeywell shares in Q2 2026, an estimated $2.2M.
Honeywell made up 0.02% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #376 holding.
Envestnet Portfolio Solutions first reported a position in Honeywell in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's Honeywell position peaked at $18.9M in Q4 2023.
477 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.