EIP
HON icon

Essential Investment Partners’s Honeywell HON Stock Holding History

Essential Investment Partners’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 		$403K Sell
1,801
-1,758
-49% -$392K 0.32% 68
2026
Q1 		$804K Buy
3,559
+49
+1% +$11.2K 0.75% 43
2025
Q4 		$685K Buy
+3,510
New +$687K 0.64% 46

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
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
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

Essential Investment Partners's HON Position: Q2 2026 in Review

Essential Investment Partners reduced its Honeywell (HON) stake by 49% in Q2 2026, selling an estimated $392K and leaving 1,801 shares worth $403K. The position accounts for 0.32% of the portfolio, ranked #68.

Essential Investment Partners first reported a position in HON in Q4 2025 and has held it in 3 quarters since. The position peaked at $804K in Q1 2026. 477 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Essential Investment Partners held 1,801 shares of Honeywell worth $403K as of Q2 2026.
  • Essential Investment Partners sold 1,758 Honeywell shares in Q2 2026, an estimated $392K.
  • Honeywell made up 0.32% of Essential Investment Partners's portfolio in Q2 2026, its #68 holding.
  • Essential Investment Partners first reported a position in Honeywell in Q4 2025 and has held it in 3 quarters since.
  • Essential Investment Partners's Honeywell position peaked at $804K in Q1 2026.
  • 477 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.