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McKinley Carter Wealth Services’s Honeywell HON Stock Holding History

McKinley Carter Wealth Services’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
-1,147
Closed -$259K – 324
2026
Q1 		$259K Buy
+1,147
New +$262K 0.01% 271
2023
Q2 		– Sell
-1,565
Closed -$282K – 305
2023
Q1 		$282K Buy
1,565
+262
+20% +$49.3K 0.02% 253
2022
Q4 		$263K Buy
+1,303
New +$249K 0.02% 256
2018
Q2 		– Sell
-954
Closed -$125K – 258
2018
Q1 		$125K Buy
+954
New +$132K 0.04% 199

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

McKinley Carter Wealth Services's HON Position: Q2 2026 in Review

McKinley Carter Wealth Services sold out of Honeywell (HON) in Q2 2026, closing a stake of 1,147 shares — an estimated $259K sold.

McKinley Carter Wealth Services first reported a position in HON in Q1 2018 and held it in 4 quarters. The position peaked at $282K in Q1 2023. 2,155 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • McKinley Carter Wealth Services reported no remaining Honeywell position as of Q2 2026 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 1,147 Honeywell shares in Q2 2026, an estimated $259K.
  • McKinley Carter Wealth Services first reported a position in Honeywell in Q1 2018 and held it in 4 quarters.
  • McKinley Carter Wealth Services's Honeywell position peaked at $282K in Q1 2023.
  • 2,155 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.