GoalVest Advisory’s Honeywell HON Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.57K Sell
7
-8
-53% -$1.78K ﹤0.01% 465
2026
Q1
$3.39K Sell
15
-107
-88% -$24.4K ﹤0.01% 413
2025
Q4
$23.8K Buy
+122
New +$23.9K ﹤0.01% 331
2025
Q1
Sell
-4
Closed -$904 516
2024
Q4
$904 Buy
+4
New +$834 ﹤0.01% 360
2024
Q2
Sell
-13
Closed -$2.46K 354
2024
Q1
$2.46K Hold
13
﹤0.01% 364
2023
Q4
$2.52K Sell
13
-573
-98% -$103K ﹤0.01% 321
2023
Q3
$102K Buy
586
+147
+33% +$26.9K 0.05% 102
2023
Q2
$85.9K Buy
+439
New +$81.5K 0.04% 107
2022
Q3
Sell
-112
Closed -$18K 277
2022
Q2
$18K Buy
112
+109
+3,633% +$19.6K 0.01% 227
2022
Q1
$1K Buy
+3
New +$555 ﹤0.01% 332

Other funds holding HON

GoalVest Advisory's HON Position: Q2 2026 in Review

GoalVest Advisory reduced its Honeywell (HON) stake by 53% in Q2 2026, selling an estimated $1.78K and leaving 7 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

GoalVest Advisory first reported a position in HON in Q1 2022 and has held it in 10 quarters since. The position peaked at $102K in Q3 2023. 2,155 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • GoalVest Advisory held 7 shares of Honeywell worth $1.57K as of Q2 2026.
  • GoalVest Advisory sold 8 Honeywell shares in Q2 2026, an estimated $1.78K.
  • Honeywell made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #465 holding.
  • GoalVest Advisory first reported a position in Honeywell in Q1 2022 and has held it in 10 quarters since.
  • GoalVest Advisory's Honeywell position peaked at $102K in Q3 2023.
  • 2,155 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.