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Sound View Wealth Advisors Group’s Honeywell HON Stock Holding History

Sound View Wealth Advisors 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 		$783K Sell
3,496
-3,518
-50% -$785K 0.05% 233
2026
Q1 		$1.59M Sell
7,014
-35
-0.5% -$8K 0.11% 145
2025
Q4 		$1.38M Sell
7,049
-886
-11% -$173K 0.09% 160
2025
Q3 		$1.57M Sell
7,935
-1,252
-14% -$262K 0.11% 151
2025
Q2 		$2.02M Sell
9,187
-117
-1% -$23.7K 0.15% 132
2025
Q1 		$1.86M Buy
9,304
+51
+0.6% +$10.3K 0.15% 128
2024
Q4 		$1.97M Buy
9,253
+276
+3% +$57.6K 0.16% 122
2024
Q3 		$1.75M Buy
8,977
+1,074
+14% +$208K 0.14% 133
2024
Q2 		$1.59M Buy
7,903
+61
+0.8% +$11.6K 0.16% 127
2024
Q1 		$1.52M Sell
7,842
-239
-3% -$45K 0.16% 131
2023
Q4 		$1.6M Sell
8,081
-797
-9% -$144K 0.18% 124
2023
Q3 		$1.55M Buy
8,878
+798
+10% +$146K 0.19% 110
2023
Q2 		$1.58M Sell
8,080
-860
-10% -$160K 0.21% 104
2023
Q1 		$1.61M Buy
8,940
+859
+11% +$162K 0.22% 100
2022
Q4 		$1.6M Buy
8,081
+1,365
+20% +$261K 0.18% 124
2022
Q3 		$1.06M Sell
6,716
-207
-3% -$36.1K 0.24% 104
2022
Q2 		$1.13M Hold
6,923
– – 0.24% 105
2022
Q1 		$1.27M Sell
6,923
-1,979
-22% -$366K 0.24% 103
2021
Q4 		$1.75M Buy
8,902
+228
+3% +$46K 0.33% 72
2021
Q3 		$1.74M Sell
8,674
-687
-7% -$146K 0.36% 69
2021
Q2 		$1.94M Sell
9,361
-1,614
-15% -$341K 0.41% 64
2021
Q1 		$2.25M Buy
10,975
+141
+1% +$27.5K 0.52% 54
2020
Q4 		$2.17M Sell
10,834
-370
-3% -$67.2K 0.53% 50
2020
Q3 		$1.74M Sell
11,204
-184
-2% -$27.3K 0.46% 58
2020
Q2 		$1.55M Buy
11,388
+128
+1% +$16.9K 0.44% 63
2020
Q1 		$1.42M Buy
11,260
+526
+5% +$81.3K 0.49% 61
2019
Q4 		$1.79M Sell
10,734
-1,187
-10% -$194K 0.51% 62
2019
Q3 		$1.9M Sell
11,921
-1,065
-8% -$169K 0.57% 58
2019
Q2 		$2.14M Buy
+12,986
New +$2.07M 0.63% 51

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

Sound View Wealth Advisors Group's HON Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Honeywell (HON) stake by 50% in Q2 2026, selling an estimated $785K and leaving 3,496 shares worth $783K. The position accounts for 0.05% of the portfolio, ranked #233.

Sound View Wealth Advisors Group first reported a position in HON in Q2 2019 and has held it in 29 quarters since. The position peaked at $2.25M in Q1 2021. 2,157 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Sound View Wealth Advisors Group held 3,496 shares of Honeywell worth $783K as of Q2 2026.
  • Sound View Wealth Advisors Group sold 3,518 Honeywell shares in Q2 2026, an estimated $785K.
  • Honeywell made up 0.05% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #233 holding.
  • Sound View Wealth Advisors Group first reported a position in Honeywell in Q2 2019 and has held it in 29 quarters since.
  • Sound View Wealth Advisors Group's Honeywell position peaked at $2.25M in Q1 2021.
  • 2,157 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.