SageView Advisory Group’s Honeywell HON Stock Holding History

SageView Advisory Group’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	$741K	Sell	3,309 -3,179	-49%	-$709K	0.02%	290
2026 Q1	$1.47M	Buy	6,488 +854	+15%	+$195K	0.05%	184
2025 Q4	$1.1M	Sell	5,634 -875	-13%	-$171K	0.04%	244
2025 Q3	$1.29M	Sell	6,509 -672	-9%	-$140K	0.04%	233
2025 Q2	$1.52M	Sell	7,181 -126	-2%	-$25.5K	0.06%	184
2025 Q1	$1.46M	Buy	7,307 +794	+12%	+$161K	0.06%	164
2024 Q4	$1.39M	Buy	6,513 +2,095	+47%	+$437K	0.06%	179
2024 Q3	$861K	Sell	4,418 -1,396	-24%	-$271K	0.04%	220
2024 Q2	$1.17M	Buy	+5,814	New	+$1.11M	0.05%	201
2024 Q1	–	Sell	-8,555	Closed	-$1.66M	–	613
2023 Q4	$1.66M	Buy	8,555 +5,366	+168%	+$967K	0.07%	176
2023 Q3	$555K	Sell	3,189 -54	-2%	-$9.88K	0.03%	317
2023 Q2	$634K	Buy	3,243 +202	+7%	+$37.5K	0.04%	308
2023 Q1	$548K	Sell	3,041 -11	-0.4%	-$2.07K	0.03%	291
2022 Q4	$616K	Buy	+3,052	New	+$583K	0.05%	212

Other funds holding HON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

SageView Advisory Group's HON Position: Q2 2026 in Review

SageView Advisory Group reduced its Honeywell (HON) stake by 49% in Q2 2026, selling an estimated $709K and leaving 3,309 shares worth $741K. The position accounts for 0.02% of the portfolio, ranked #290.

SageView Advisory Group first reported a position in HON in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.66M in Q4 2023. 2,171 funds tracked by Wall St. Rank hold HON as of Q2 2026.

SageView Advisory Group held 3,309 shares of Honeywell worth $741K as of Q2 2026.
SageView Advisory Group sold 3,179 Honeywell shares in Q2 2026, an estimated $709K.
Honeywell made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #290 holding.
SageView Advisory Group first reported a position in Honeywell in Q4 2022 and has held it in 14 quarters since.
SageView Advisory Group's Honeywell position peaked at $1.66M in Q4 2023.
2,171 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.