Measured Wealth Private Client Group’s Honeywell HON Stock Holding History

Measured Wealth Private Client Group’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	$53.7K	Sell	240 -168	-41%	-$37.5K	0.01%	318
2026 Q1	$92.2K	Hold	408	–	–	0.03%	239
2025 Q4	$79.6K	Sell	408 -440	-52%	-$86.1K	0.02%	265
2025 Q3	$168K	Buy	+848	New	+$177K	0.05%	200
2024 Q3	–	Sell	-1,023	Closed	-$206K	–	189
2024 Q2	$206K	Buy	+1,023	New	+$195K	0.07%	177
2024 Q1	–	Sell	-1,023	Closed	-$202K	–	191
2023 Q4	$202K	Buy	+1,023	New	+$184K	0.07%	173
2023 Q3	–	Sell	-1,057	Closed	-$207K	–	173
2023 Q2	$207K	Buy	+1,057	New	+$196K	0.08%	168
2023 Q1	–	Sell	-1,167	Closed	-$236K	–	176
2022 Q4	$236K	Buy	+1,167	New	+$223K	0.1%	144
2022 Q3	–	Sell	-1,337	Closed	-$219K	–	164
2022 Q2	$219K	Buy	1,337 +191	+17%	+$34.3K	0.1%	154
2022 Q1	$210K	Sell	1,146 -135	-11%	-$25K	0.08%	162
2021 Q4	$252K	Hold	1,281	–	–	0.09%	138
2021 Q3	$256K	Buy	1,281 +12	+0.9%	+$2.56K	0.1%	134
2021 Q2	$262K	Sell	1,269 -13	-1%	-$2.75K	0.08%	149
2021 Q1	$262K	Hold	1,282	–	–	0.09%	131
2020 Q4	$257K	Sell	1,282 -658	-34%	-$120K	0.11%	113
2020 Q3	$301K	Buy	1,940 +38	+2%	+$5.65K	0.15%	89
2020 Q2	$259K	Sell	1,902 -18	-0.9%	-$2.38K	0.15%	83
2020 Q1	$242K	Sell	1,920 -191	-9%	-$29.5K	0.19%	75
2019 Q4	$352K	Sell	2,111 -473	-18%	-$77.3K	0.23%	65
2019 Q3	$412K	Sell	2,584 -2,157	-45%	-$343K	0.27%	63
2019 Q2	$780K	Sell	4,741 -293	-6%	-$46.6K	0.45%	42
2019 Q1	$754K	Buy	5,034 +2,291	+84%	+$320K	0.46%	40
2018 Q4	$342K	Sell	2,743 -1,849	-40%	-$252K	0.31%	50
2018 Q3	$688K	Buy	4,592 +460	+11%	+$65.2K	0.41%	34
2018 Q2	$537K	Buy	+4,132	New	+$550K	0.44%	37

Other funds holding HON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Measured Wealth Private Client Group's HON Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Honeywell (HON) stake by 41% in Q2 2026, selling an estimated $37.5K and leaving 240 shares worth $53.7K. The position accounts for 0.01% of the portfolio, ranked #318.

Measured Wealth Private Client Group first reported a position in HON in Q2 2018 and has held it in 25 quarters since. The position peaked at $780K in Q2 2019. 2,155 funds tracked by Wall St. Rank hold HON as of Q2 2026.

Measured Wealth Private Client Group held 240 shares of Honeywell worth $53.7K as of Q2 2026.
Measured Wealth Private Client Group sold 168 Honeywell shares in Q2 2026, an estimated $37.5K.
Honeywell made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #318 holding.
Measured Wealth Private Client Group first reported a position in Honeywell in Q2 2018 and has held it in 25 quarters since.
Measured Wealth Private Client Group's Honeywell position peaked at $780K in Q2 2019.
2,155 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.