Smallwood Wealth Investment Management’s Honeywell HON Stock Holding History

Smallwood Wealth Investment 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	$447	Sell	2 -2	-50%	-$446	﹤0.01%	467
2026 Q1	$904	Sell	4 -105	-96%	-$24K	﹤0.01%	440
2025 Q4	$21.3K	Sell	109 -7	-6%	-$1.37K	0.01%	249
2025 Q3	$22.9K	Buy	116 +6	+5%	+$1.25K	0.01%	251
2025 Q2	$24.2K	Buy	110 +4	+4%	+$810	0.01%	236
2025 Q1	$21.2K	Buy	+106	New	+$21.4K	0.01%	251

Other funds holding HON

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 22.94% 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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Smallwood Wealth Investment Management's HON Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its Honeywell (HON) stake by 50% in Q2 2026, selling an estimated $446 and leaving 2 shares worth $447. The position accounts for ﹤0.01% of the portfolio, ranked #467.

Smallwood Wealth Investment Management first reported a position in HON in Q1 2025 and has held it in 6 quarters since. The position peaked at $24.2K in Q2 2025. 1,069 funds tracked by Wall St. Rank hold HON as of Q2 2026.

Smallwood Wealth Investment Management held 2 shares of Honeywell worth $447 as of Q2 2026.
Smallwood Wealth Investment Management sold 2 Honeywell shares in Q2 2026, an estimated $446.
Honeywell made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #467 holding.
Smallwood Wealth Investment Management first reported a position in Honeywell in Q1 2025 and has held it in 6 quarters since.
Smallwood Wealth Investment Management's Honeywell position peaked at $24.2K in Q2 2025.
1,069 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.