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Everhart Financial Group’s Honeywell HON Stock Holding History

Everhart Financial 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
-4,629
Closed -$1.05M – 500
2026
Q1 		$1.05M Sell
4,629
-491
-10% -$112K 0.09% 160
2025
Q4 		$999K Buy
5,120
+836
+20% +$164K 0.09% 155
2025
Q3 		$850K Buy
4,284
+463
+12% +$96.7K 0.09% 172
2025
Q2 		$839K Buy
3,821
+470
+14% +$95.1K 0.1% 145
2025
Q1 		$669K Sell
3,351
-671
-17% -$136K 0.09% 156
2024
Q4 		$856K Buy
4,022
+1,160
+41% +$242K 0.18% 119
2024
Q3 		$557K Buy
2,862
+159
+6% +$30.8K 0.12% 181
2024
Q2 		$544K Buy
2,703
+535
+25% +$102K 0.14% 151
2024
Q1 		$419K Buy
2,168
+454
+26% +$85.5K 0.12% 172
2023
Q4 		$339K Sell
1,714
-14
-0.8% -$2.52K 0.12% 162
2023
Q3 		$301K Sell
1,728
-1,003
-37% -$184K 0.13% 153
2023
Q2 		$534K Buy
2,731
+1,280
+88% +$238K 0.22% 90
2023
Q1 		$261K Sell
1,451
-1,002
-41% -$188K 0.12% 159
2022
Q4 		$496K Buy
2,453
+237
+11% +$45.3K 0.25% 87
2022
Q3 		$349K Sell
2,216
-714
-24% -$124K 0.19% 107
2022
Q2 		$480K Buy
2,930
+1,816
+163% +$326K 0.29% 77
2022
Q1 		$204K Buy
+1,114
New +$206K 0.12% 128

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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 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
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Everhart Financial Group's HON Position: Q2 2026 in Review

Everhart Financial Group sold out of Honeywell (HON) in Q2 2026, closing a stake of 4,629 shares — an estimated $1.05M sold.

Everhart Financial Group first reported a position in HON in Q1 2022 and held it in 17 quarters. The position peaked at $1.05M in Q1 2026. 370 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Everhart Financial Group reported no remaining Honeywell position as of Q2 2026 after selling out during the quarter.
  • Everhart Financial Group sold 4,629 Honeywell shares in Q2 2026, an estimated $1.05M.
  • Everhart Financial Group first reported a position in Honeywell in Q1 2022 and held it in 17 quarters.
  • Everhart Financial Group's Honeywell position peaked at $1.05M in Q1 2026.
  • 370 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.