QFPS
HON icon

Quantum Financial Planning Services’s Honeywell HON Stock Holding History

Quantum Financial Planning 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
-1,492
Closed -$337K – 60
2026
Q1 		$337K Buy
1,492
+1
+0.1% +$229 0.12% 36
2025
Q4 		$291K Sell
1,491
-91
-6% -$17.8K 0.11% 43
2025
Q3 		$314K Buy
1,582
+105
+7% +$21.9K 0.13% 36
2025
Q2 		$324K Hold
1,477
– – 0.15% 31
2025
Q1 		$295K Hold
1,477
– – 0.16% 27
2024
Q4 		$314K Buy
+1,477
New +$308K 0.17% 26

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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Quantum Financial Planning Services's HON Position: Q2 2026 in Review

Quantum Financial Planning Services sold out of Honeywell (HON) in Q2 2026, closing a stake of 1,492 shares — an estimated $337K sold.

Quantum Financial Planning Services first reported a position in HON in Q4 2024 and held it in 6 quarters. The position peaked at $337K in Q1 2026. 370 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Quantum Financial Planning Services reported no remaining Honeywell position as of Q2 2026 after selling out during the quarter.
  • Quantum Financial Planning Services sold 1,492 Honeywell shares in Q2 2026, an estimated $337K.
  • Quantum Financial Planning Services first reported a position in Honeywell in Q4 2024 and held it in 6 quarters.
  • Quantum Financial Planning Services's Honeywell position peaked at $337K in Q1 2026.
  • 370 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Quantum Financial Planning Services's 13F filing for Q2 2026, filed 15 Jul 2026.