National Wealth Management Group’s Honeywell HON Stock Holding History

National Wealth Management 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	$294K	Sell	1,315 -1,340	-50%	-$299K	0.09%	174
2026 Q1	$600K	Sell	2,655 -478	-15%	-$109K	0.22%	95
2025 Q4	$611K	Buy	+3,133	New	+$613K	0.21%	106
2023 Q2	–	Sell	-2,366	Closed	-$432K	–	148
2023 Q1	$432K	Buy	+2,366	New	+$445K	0.49%	61
2022 Q2	–	Sell	-1,959	Closed	-$359K	–	117
2022 Q1	$359K	Buy	1,959 +1	+0.1%	+$185	0.35%	72
2021 Q4	$385K	Buy	+1,958	New	+$395K	0.36%	76

Other funds holding HON

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

CIM

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

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

National Wealth Management Group's HON Position: Q2 2026 in Review

National Wealth Management Group reduced its Honeywell (HON) stake by 50% in Q2 2026, selling an estimated $299K and leaving 1,315 shares worth $294K. The position accounts for 0.09% of the portfolio, ranked #174.

National Wealth Management Group first reported a position in HON in Q4 2021 and has held it in 6 quarters since. The position peaked at $611K in Q4 2025. 477 funds tracked by Wall St. Rank hold HON as of Q2 2026.

National Wealth Management Group held 1,315 shares of Honeywell worth $294K as of Q2 2026.
National Wealth Management Group sold 1,340 Honeywell shares in Q2 2026, an estimated $299K.
Honeywell made up 0.09% of National Wealth Management Group's portfolio in Q2 2026, its #174 holding.
National Wealth Management Group first reported a position in Honeywell in Q4 2021 and has held it in 6 quarters since.
National Wealth Management Group's Honeywell position peaked at $611K in Q4 2025.
477 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.