HP
HON icon

Holistic Planning’s Honeywell HON Stock Holding History

Holistic Planning’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
-1,015
Closed -$230K – 342
2026
Q1 		$230K Sell
1,015
-14
-1% -$3.2K 0.05% 274
2025
Q4 		$201K Sell
1,029
-4
-0.4% -$782 0.04% 271
2025
Q3 		$205K Sell
1,033
-31
-3% -$6.48K 0.05% 226
2025
Q2 		$234K Buy
+1,064
New +$215K 0.07% 200

Other funds holding HON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Holistic Planning's HON Position: Q2 2026 in Review

Holistic Planning sold out of Honeywell (HON) in Q2 2026, closing a stake of 1,015 shares — an estimated $230K sold.

Holistic Planning first reported a position in HON in Q2 2025 and held it in 4 quarters. The position peaked at $234K in Q2 2025. 2,161 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Holistic Planning reported no remaining Honeywell position as of Q2 2026 after selling out during the quarter.
  • Holistic Planning sold 1,015 Honeywell shares in Q2 2026, an estimated $230K.
  • Holistic Planning first reported a position in Honeywell in Q2 2025 and held it in 4 quarters.
  • Holistic Planning's Honeywell position peaked at $234K in Q2 2025.
  • 2,161 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.