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SHP Wealth Management’s Honeywell HON Stock Holding History

SHP Wealth Management’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 		$164K Sell
734
-522
-42% -$116K 0.01% 339
2026
Q1 		$284K Buy
1,256
+34
+3% +$7.77K 0.02% 207
2025
Q4 		$239K Buy
+1,222
New +$239K 0.02% 228

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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

SHP Wealth Management's HON Position: Q2 2026 in Review

SHP Wealth Management reduced its Honeywell (HON) stake by 42% in Q2 2026, selling an estimated $116K and leaving 734 shares worth $164K. The position accounts for 0.01% of the portfolio, ranked #339.

SHP Wealth Management first reported a position in HON in Q4 2025 and has held it in 3 quarters since. The position peaked at $284K in Q1 2026. 2,176 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • SHP Wealth Management held 734 shares of Honeywell worth $164K as of Q2 2026.
  • SHP Wealth Management sold 522 Honeywell shares in Q2 2026, an estimated $116K.
  • Honeywell made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #339 holding.
  • SHP Wealth Management first reported a position in Honeywell in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Honeywell position peaked at $284K in Q1 2026.
  • 2,176 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.