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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Root Financial Partners's HON Position: Q1 2026 in Review

Root Financial Partners increased its Honeywell (HON) stake by 47% in Q1 2026, buying an estimated $145K and bringing the position to 1,975 shares worth $446K. The position accounts for 0.02% of the portfolio, ranked #186.

Root Financial Partners first reported a position in HON in Q4 2024 and has held it in 6 quarters since. 2,795 funds tracked by Wall St. Rank hold HON as of Q1 2026.

  • Root Financial Partners held 1,975 shares of Honeywell worth $446K as of Q1 2026.
  • Root Financial Partners bought 633 Honeywell shares in Q1 2026, an estimated $145K.
  • Honeywell made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #186 holding.
  • Root Financial Partners first reported a position in Honeywell in Q4 2024 and has held it in 6 quarters since.
  • 2,795 funds tracked by Wall St. Rank held Honeywell as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.