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Perfromance Wealth Partners’s Honeywell HON Stock Holding History

Perfromance 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 		$282K Sell
1,261
-1,257
-50% -$280K 0.01% 185
2026
Q1 		$569K Buy
2,518
+5
+0.2% +$1.14K 0.02% 115
2025
Q4 		$490K Sell
2,513
-193
-7% -$37.8K 0.01% 125
2025
Q3 		$537K Hold
2,706
– – 0.02% 110
2025
Q2 		$594K Buy
2,706
+372
+16% +$75.3K 0.02% 96
2025
Q1 		$466K Sell
2,334
-53
-2% -$10.7K 0.02% 96
2024
Q4 		$508K Sell
2,387
-615
-20% -$128K 0.02% 96
2024
Q3 		$585K Buy
3,002
+604
+25% +$117K 0.02% 93
2024
Q2 		$483K Buy
2,398
+195
+9% +$37.1K 0.02% 87
2024
Q1 		$426K Sell
2,203
-59
-3% -$11.1K 0.02% 105
2023
Q4 		$447K Buy
2,262
+59
+3% +$10.6K 0.02% 108
2023
Q3 		$384K Hold
2,203
– – 0.02% 123
2023
Q2 		$429K Hold
2,203
– – 0.02% 126
2023
Q1 		$397K Sell
2,203
-220
-9% -$41.4K 0.02% 127
2022
Q4 		$489K Hold
2,423
– – 0.03% 104
2022
Q3 		$381K Hold
2,423
– – 0.02% 114
2022
Q2 		$397K Hold
2,423
– – 0.02% 112
2022
Q1 		$444K Sell
2,423
-159
-6% -$29.4K 0.02% 113
2021
Q4 		$508K Buy
+2,582
New +$521K 0.02% 115

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

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

Perfromance Wealth Partners reduced its Honeywell (HON) stake by 50% in Q2 2026, selling an estimated $280K and leaving 1,261 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #185.

Perfromance Wealth Partners first reported a position in HON in Q4 2021 and has held it in 19 quarters since. The position peaked at $594K in Q2 2025. 2,162 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Perfromance Wealth Partners held 1,261 shares of Honeywell worth $282K as of Q2 2026.
  • Perfromance Wealth Partners sold 1,257 Honeywell shares in Q2 2026, an estimated $280K.
  • Honeywell made up 0.01% of Perfromance Wealth Partners's portfolio in Q2 2026, its #185 holding.
  • Perfromance Wealth Partners first reported a position in Honeywell in Q4 2021 and has held it in 19 quarters since.
  • Perfromance Wealth Partners's Honeywell position peaked at $594K in Q2 2025.
  • 2,162 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.