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Independent Solutions Wealth Management’s Honeywell HON Stock Holding History

Independent Solutions Wealth Management’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 		$1.04M Sell
4,638
-5,157
-53% -$1.15M 0.14% 128
2026
Q1 		$2.21M Buy
9,795
+8
+0.1% +$1.83K 0.33% 85
2025
Q4 		$1.91M Buy
9,787
+6,355
+185% +$1.24M 0.35% 87
2025
Q3 		$681K Sell
3,432
-5,208
-60% -$1.09M 0.12% 115
2025
Q2 		$1.9M Buy
8,640
+826
+11% +$167K 0.37% 83
2025
Q1 		$1.56M Buy
7,814
+330
+4% +$66.8K 0.35% 88
2024
Q4 		$1.59M Buy
7,484
+3,978
+113% +$830K 0.35% 90
2024
Q3 		$683K Sell
3,506
-42
-1% -$8.15K 0.15% 107
2024
Q2 		$714K Sell
3,548
-84
-2% -$16K 0.16% 110
2024
Q1 		$703K Sell
3,632
-246
-6% -$46.3K 0.17% 107
2023
Q4 		$766K Sell
3,878
-580
-13% -$105K 0.2% 107
2023
Q3 		$776K Sell
4,458
-91
-2% -$16.6K 0.2% 104
2023
Q2 		$890K Sell
4,549
-194
-4% -$36K 0.22% 100
2023
Q1 		$854K Buy
4,743
+178
+4% +$33.5K 0.25% 92
2022
Q4 		$922K Hold
4,565
– – 0.28% 88
2022
Q3 		$718K Sell
4,565
-43
-0.9% -$7.49K 0.24% 92
2022
Q2 		$755K Buy
4,608
+1,017
+28% +$183K 0.24% 89
2022
Q1 		$659K Sell
3,591
-59
-2% -$10.9K 0.16% 112
2021
Q4 		$717K Buy
3,650
+1,727
+90% +$349K 0.17% 109
2021
Q3 		$385K Buy
1,923
+14
+0.7% +$2.98K 0.1% 158
2021
Q2 		$395K Buy
1,909
+308
+19% +$65.1K 0.1% 152
2021
Q1 		$328K Buy
1,601
+21
+1% +$4.1K 0.09% 146
2020
Q4 		$317K Sell
1,580
-117
-7% -$21.3K 0.1% 136
2020
Q3 		$263K Sell
1,697
-467
-22% -$69.4K 0.1% 137
2020
Q2 		$295K Sell
2,164
-343
-14% -$45.4K 0.13% 122
2020
Q1 		$316K Buy
2,507
+38
+2% +$5.87K 0.17% 95
2019
Q4 		$412K Buy
+2,469
New +$404K 0.18% 104

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

Independent Solutions Wealth Management's HON Position: Q2 2026 in Review

Independent Solutions Wealth Management reduced its Honeywell (HON) stake by 53% in Q2 2026, selling an estimated $1.15M and leaving 4,638 shares worth $1.04M. The position accounts for 0.14% of the portfolio, ranked #128.

Independent Solutions Wealth Management first reported a position in HON in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.21M in Q1 2026. 2,155 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Independent Solutions Wealth Management held 4,638 shares of Honeywell worth $1.04M as of Q2 2026.
  • Independent Solutions Wealth Management sold 5,157 Honeywell shares in Q2 2026, an estimated $1.15M.
  • Honeywell made up 0.14% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #128 holding.
  • Independent Solutions Wealth Management first reported a position in Honeywell in Q4 2019 and has held it in 27 quarters since.
  • Independent Solutions Wealth Management's Honeywell position peaked at $2.21M in Q1 2026.
  • 2,155 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.