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Sarver Vrooman Wealth Advisors’s Honeywell HON Stock Holding History

Sarver Vrooman Wealth Advisors’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 		$30.5K Sell
137
-138
-50% -$30.8K 0.02% 98
2026
Q1 		$62.2K Hold
275
– – 0.04% 48
2025
Q4 		$53.6K Sell
275
-17
-6% -$3.33K 0.03% 56
2025
Q3 		$57.9K Hold
292
– – 0.04% 73
2025
Q2 		$64K Hold
292
– – 0.04% 53
2025
Q1 		$58.2K Buy
+292
New +$59.1K 0.04% 73

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

Sarver Vrooman Wealth Advisors's HON Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors reduced its Honeywell (HON) stake by 50% in Q2 2026, selling an estimated $30.8K and leaving 137 shares worth $30.5K. The position accounts for 0.02% of the portfolio, ranked #98.

Sarver Vrooman Wealth Advisors first reported a position in HON in Q1 2025 and has held it in 6 quarters since. The position peaked at $64K in Q2 2025. 2,162 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Sarver Vrooman Wealth Advisors held 137 shares of Honeywell worth $30.5K as of Q2 2026.
  • Sarver Vrooman Wealth Advisors sold 138 Honeywell shares in Q2 2026, an estimated $30.8K.
  • Honeywell made up 0.02% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #98 holding.
  • Sarver Vrooman Wealth Advisors first reported a position in Honeywell in Q1 2025 and has held it in 6 quarters since.
  • Sarver Vrooman Wealth Advisors's Honeywell position peaked at $64K in Q2 2025.
  • 2,162 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.