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Simplicity Wealth’s Honeywell HON Stock Holding History

Simplicity Wealth’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 		$1.01M Sell
4,509
-560
-11% -$125K 0.03% 413
2026
Q1 		$1.15M Buy
5,069
+387
+8% +$88.4K 0.06% 269
2025
Q4 		$913K Sell
4,682
-2,974
-39% -$582K 0.05% 299
2025
Q3 		$1.52M Sell
7,656
-5,963
-44% -$1.25M 0.09% 222
2025
Q2 		$2.99M Buy
13,619
+5,413
+66% +$1.1M 0.12% 164
2025
Q1 		$1.64M Buy
8,206
+4,708
+135% +$953K 0.13% 182
2024
Q4 		$745K Sell
3,498
-2,327
-40% -$485K 0.16% 114
2024
Q3 		$1.13M Sell
5,825
-22,648
-80% -$4.39M 0.11% 178
2024
Q2 		$5.73M Buy
28,473
+595
+2% +$113K 0.13% 158
2024
Q1 		$5.39M Buy
27,878
+25,858
+1,280% +$4.87M 0.13% 158
2023
Q4 		$399K Buy
2,020
+85
+4% +$15.3K 0.15% 116
2023
Q3 		$337K Buy
1,935
+5
+0.3% +$915 0.2% 60
2023
Q2 		$377K Buy
1,930
+69
+4% +$12.8K 0.23% 53
2023
Q1 		$335K Buy
1,861
+19
+1% +$3.57K 0.22% 50
2022
Q4 		$372K Buy
1,842
+1
+0.1% +$191 0.33% 42
2022
Q3 		$290K Sell
1,841
-134
-7% -$23.3K 0.39% 55
2022
Q2 		$323K Sell
1,975
-441
-18% -$79.2K 0.47% 45
2022
Q1 		$443K Buy
+2,416
New +$447K 0.43% 51

Other funds holding HON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Simplicity Wealth's HON Position: Q2 2026 in Review

Simplicity Wealth reduced its Honeywell (HON) stake by 11% in Q2 2026, selling an estimated $125K and leaving 4,509 shares worth $1.01M. The position accounts for 0.03% of the portfolio, ranked #413.

Simplicity Wealth first reported a position in HON in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.73M in Q2 2024. 1,437 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Simplicity Wealth held 4,509 shares of Honeywell worth $1.01M as of Q2 2026.
  • Simplicity Wealth sold 560 Honeywell shares in Q2 2026, an estimated $125K.
  • Honeywell made up 0.03% of Simplicity Wealth's portfolio in Q2 2026, its #413 holding.
  • Simplicity Wealth first reported a position in Honeywell in Q1 2022 and has held it in 18 quarters since.
  • Simplicity Wealth's Honeywell position peaked at $5.73M in Q2 2024.
  • 1,437 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.