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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
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 $6.73T 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

Root Financial Partners's HON Position: Q2 2026 in Review

Root Financial Partners sold out of Honeywell (HON) in Q2 2026, closing a stake of 1,975 shares — an estimated $446K sold.

Root Financial Partners first reported a position in HON in Q4 2024 and held it in 6 quarters. The position peaked at $446K in Q1 2026. 2,168 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Root Financial Partners reported no remaining Honeywell position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,975 Honeywell shares in Q2 2026, an estimated $446K.
  • Root Financial Partners first reported a position in Honeywell in Q4 2024 and held it in 6 quarters.
  • Root Financial Partners's Honeywell position peaked at $446K in Q1 2026.
  • 2,168 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

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