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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

RMA

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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. 338 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.
338 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.