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Sax Wealth Advisors’s Honeywell HON Stock Holding History

Sax 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 		– Sell
-3,364
Closed -$656K – 546
2026
Q1 		$656K Hold
3,364
– – 0.03% 247
2025
Q4 		$656K Buy
3,364
+477
+17% +$93.3K 0.03% 252
2025
Q3 		$573K Buy
2,887
+18
+0.6% +$3.76K 0.03% 253
2025
Q2 		$630K Buy
2,869
+275
+11% +$55.7K 0.04% 227
2025
Q1 		$518K Sell
2,594
-118
-4% -$23.9K 0.04% 215
2024
Q4 		$577K Buy
2,712
+1,160
+75% +$242K 0.05% 179
2024
Q3 		$302K Sell
1,552
-79
-5% -$15.3K 0.03% 220
2024
Q2 		$328K Buy
+1,631
New +$310K 0.03% 198
2023
Q1 		– Sell
-992
Closed -$200K – 180
2022
Q4 		$200K Buy
+992
New +$190K 0.05% 161
2021
Q4 		– Sell
-1,001
Closed -$200K – 181
2021
Q3 		$200K Hold
1,001
– – 0.05% 166
2021
Q2 		$207K Buy
1,001
+3
+0.3% +$634 0.07% 151
2021
Q1 		$204K Hold
998
– – 0.07% 141
2020
Q4 		$200K Buy
+998
New +$181K 0.09% 128

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

Sax Wealth Advisors's HON Position: Q2 2026 in Review

Sax Wealth Advisors sold out of Honeywell (HON) in Q2 2026, closing a stake of 3,364 shares — an estimated $656K sold.

Sax Wealth Advisors first reported a position in HON in Q4 2020 and held it in 13 quarters. The position peaked at $656K in Q1 2026. 2,155 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Sax Wealth Advisors reported no remaining Honeywell position as of Q2 2026 after selling out during the quarter.
  • Sax Wealth Advisors sold 3,364 Honeywell shares in Q2 2026, an estimated $656K.
  • Sax Wealth Advisors first reported a position in Honeywell in Q4 2020 and held it in 13 quarters.
  • Sax Wealth Advisors's Honeywell position peaked at $656K in Q1 2026.
  • 2,155 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.