Shum Financial Group’s Honeywell HON Stock Holding History

Shum Financial 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	–	Sell	-1,580	Closed	-$357K	–	109
2026 Q1	$357K	Sell	1,580 -100	-6%	-$22.9K	0.25%	79
2025 Q4	$328K	Sell	1,680 -102	-6%	-$20K	0.24%	78
2025 Q3	$354K	Buy	+1,782	New	+$372K	0.26%	77
2025 Q1	$373K	Sell	1,867 -258	-12%	-$52.2K	0.32%	72
2024 Q4	$452K	Buy	2,125 +318	+18%	+$66.3K	0.39%	67
2024 Q3	$356K	Buy	+1,807	New	+$350K	0.3%	75

Other funds holding HON

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

CFC

Cincinnati Financial Corp Fairfield, Ohio $5.23B AUM 22.72% 1-Year Est. Return

Shum Financial Group's HON Position: Q2 2026 in Review

Shum Financial Group sold out of Honeywell (HON) in Q2 2026, closing a stake of 1,580 shares — an estimated $357K sold.

Shum Financial Group first reported a position in HON in Q3 2024 and held it in 6 quarters. The position peaked at $452K in Q4 2024. 1,238 funds tracked by Wall St. Rank hold HON as of Q2 2026.

Shum Financial Group reported no remaining Honeywell position as of Q2 2026 after selling out during the quarter.
Shum Financial Group sold 1,580 Honeywell shares in Q2 2026, an estimated $357K.
Shum Financial Group first reported a position in Honeywell in Q3 2024 and held it in 6 quarters.
Shum Financial Group's Honeywell position peaked at $452K in Q4 2024.
1,238 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.