Estate Planners Group’s Honeywell HON Stock Holding History

Estate Planners 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 Q1	–	Sell	-320	Closed	-$62.4K	–	205
2025 Q4	$62.4K	Buy	+320	New	+$62.6K	0.03%	127

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 $3.37T AUM 44.26% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

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

Estate Planners Group's HON Position: Q1 2026 in Review

Estate Planners Group sold out of Honeywell (HON) in Q1 2026, closing a stake of 320 shares — an estimated $62.4K sold.

Estate Planners Group first reported a position in HON in Q4 2025 and held it in 1 quarter. The position peaked at $62.4K in Q4 2025. 2,812 funds tracked by Wall St. Rank hold HON as of Q1 2026.

Estate Planners Group reported no remaining Honeywell position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 320 Honeywell shares in Q1 2026, an estimated $62.4K.
Estate Planners Group first reported a position in Honeywell in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Honeywell position peaked at $62.4K in Q4 2025.
2,812 funds tracked by Wall St. Rank held Honeywell as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.