Independent Wealth Network’s Honeywell HON Stock Holding History

Independent Wealth Network’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	$481K	Sell	2,150 -2,243	-51%	-$500K	0.12%	188
2026 Q1	$993K	Buy	4,393 +84	+2%	+$19.2K	0.29%	97
2025 Q4	$841K	Sell	4,309 -136	-3%	-$26.6K	0.26%	101
2025 Q3	$882K	Sell	4,445 -20	-0.4%	-$4.18K	0.28%	89
2025 Q2	$980K	Buy	4,465 +89	+2%	+$18K	0.36%	76
2025 Q1	$873K	Buy	4,376 +95	+2%	+$19.2K	0.35%	77
2024 Q4	$911K	Buy	4,281 +113	+3%	+$23.6K	0.37%	74
2024 Q3	$812K	Buy	4,168 +59	+1%	+$11.4K	0.36%	72
2024 Q2	$827K	Buy	4,109 +137	+3%	+$26.1K	0.38%	69
2024 Q1	$768K	Buy	+3,972	New	+$748K	0.36%	72

Other funds holding HON

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Independent Wealth Network's HON Position: Q2 2026 in Review

Independent Wealth Network reduced its Honeywell (HON) stake by 51% in Q2 2026, selling an estimated $500K and leaving 2,150 shares worth $481K. The position accounts for 0.12% of the portfolio, ranked #188.

Independent Wealth Network first reported a position in HON in Q1 2024 and has held it in 10 quarters since. The position peaked at $993K in Q1 2026. 632 funds tracked by Wall St. Rank hold HON as of Q2 2026.

Independent Wealth Network held 2,150 shares of Honeywell worth $481K as of Q2 2026.
Independent Wealth Network sold 2,243 Honeywell shares in Q2 2026, an estimated $500K.
Honeywell made up 0.12% of Independent Wealth Network's portfolio in Q2 2026, its #188 holding.
Independent Wealth Network first reported a position in Honeywell in Q1 2024 and has held it in 10 quarters since.
Independent Wealth Network's Honeywell position peaked at $993K in Q1 2026.
632 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.