Root Financial Partners
HON icon

Root Financial Partners’s Honeywell HON Stock Holding History

Root Financial 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
Q3 		$306K Buy
+1,453
New +$324K 0.01% 314
2026
Q2 		– Sell
-1,975
Closed -$446K – 1636
2026
Q1 		$446K Buy
1,975
+633
+47% +$145K 0.02% 186
2025
Q4 		$262K Sell
1,342
-350
-21% -$68.5K 0.01% 248
2025
Q3 		$336K Buy
1,692
+650
+62% +$136K 0.02% 199
2025
Q2 		$229K Sell
1,042
-57
-5% -$11.5K 0.02% 225
2025
Q1 		$219K Sell
1,099
-24
-2% -$4.86K 0.02% 194
2024
Q4 		$239K Buy
+1,123
New +$234K 0.03% 181

Other funds holding HON

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Root Financial Partners's HON Position: Q3 2026 in Review

Root Financial Partners opened a new position in Honeywell (HON) in Q3 2026: 1,453 shares worth $306K. The stake represents 0.01% of the portfolio and ranks #314 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in HON as recently as Q1 2026.

Root Financial Partners first reported a position in HON in Q4 2024 and has held it in 7 quarters since. The position peaked at $446K in Q1 2026. 1,937 funds tracked by Wall St. Rank hold HON as of Q3 2026.

  • Root Financial Partners held 1,453 shares of Honeywell worth $306K as of Q3 2026.
  • Honeywell was a new Root Financial Partners position in Q3 2026.
  • Honeywell made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #314 holding.
  • Root Financial Partners first reported a position in Honeywell in Q4 2024 and has held it in 7 quarters since.
  • Root Financial Partners's Honeywell position peaked at $446K in Q1 2026.
  • 1,937 funds tracked by Wall St. Rank held Honeywell as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.