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Obermeyer Wealth Partners’s Honeywell HON Stock Holding History

Obermeyer Wealth Partners’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 		$421K Sell
1,882
-1,954
-51% -$436K 0.02% 193
2026
Q1 		$867K Sell
3,836
-110
-3% -$25.1K 0.04% 123
2025
Q4 		$770K Sell
3,946
-306
-7% -$59.9K 0.04% 137
2025
Q3 		$844K Buy
4,252
+29
+0.7% +$6.06K 0.04% 123
2025
Q2 		$927K Sell
4,223
-2
-0% -$405 0.05% 112
2025
Q1 		$843K Buy
4,225
+2,294
+119% +$464K 0.05% 112
2024
Q4 		$411K Buy
1,931
+102
+6% +$21.3K 0.02% 175
2024
Q3 		$356K Buy
1,829
+45
+3% +$8.73K 0.02% 187
2024
Q2 		$359K Buy
1,784
+37
+2% +$7.04K 0.02% 177
2024
Q1 		$338K Buy
1,747
+8
+0.5% +$1.51K 0.02% 182
2023
Q4 		$344K Buy
1,739
+183
+12% +$33K 0.02% 156
2023
Q3 		$271K Hold
1,556
– – 0.02% 169
2023
Q2 		$304K Sell
1,556
-55
-3% -$10.2K 0.02% 160
2023
Q1 		$290K Buy
1,611
+449
+39% +$84.4K 0.02% 165
2022
Q4 		$235K Buy
+1,162
New +$222K 0.02% 194
2022
Q3 		– Sell
-1,290
Closed -$211K – 223
2022
Q2 		$211K Hold
1,290
– – 0.02% 187
2022
Q1 		$237K Hold
1,290
– – 0.01% 203
2021
Q4 		$254K Hold
1,290
– – 0.01% 192
2021
Q3 		$258K Buy
1,290
+185
+17% +$39.4K 0.01% 180
2021
Q2 		$228K Hold
1,105
– – 0.01% 196
2021
Q1 		$226K Buy
+1,105
New +$216K 0.01% 182

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

Obermeyer Wealth Partners's HON Position: Q2 2026 in Review

Obermeyer Wealth Partners reduced its Honeywell (HON) stake by 51% in Q2 2026, selling an estimated $436K and leaving 1,882 shares worth $421K. The position accounts for 0.02% of the portfolio, ranked #193.

Obermeyer Wealth Partners first reported a position in HON in Q1 2021 and has held it in 21 quarters since. The position peaked at $927K in Q2 2025. 2,171 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Obermeyer Wealth Partners held 1,882 shares of Honeywell worth $421K as of Q2 2026.
  • Obermeyer Wealth Partners sold 1,954 Honeywell shares in Q2 2026, an estimated $436K.
  • Honeywell made up 0.02% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #193 holding.
  • Obermeyer Wealth Partners first reported a position in Honeywell in Q1 2021 and has held it in 21 quarters since.
  • Obermeyer Wealth Partners's Honeywell position peaked at $927K in Q2 2025.
  • 2,171 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.