Spartan Planning & Wealth Management’s Honeywell HON Stock Holding History

Spartan Planning & 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	$267K	Sell	1,192 -172	-13%	-$38.4K	0.18%	66
2026 Q1	$308K	Buy	+1,364	New	+$312K	0.23%	53
2025 Q3	–	Sell	-1,409	Closed	-$309K	–	80
2025 Q2	$309K	Buy	+1,409	New	+$285K	0.26%	62
2025 Q1	–	Sell	-1,468	Closed	-$313K	–	76
2024 Q4	$313K	Buy	+1,468	New	+$306K	0.29%	53
2023 Q4	$167K	Buy	+845	New	+$152K	0.18%	66
2022 Q4	$80.1K	Buy	+397	New	+$75.8K	0.1%	89

Other funds holding HON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Spartan Planning & Wealth Management's HON Position: Q2 2026 in Review

Spartan Planning & Wealth Management reduced its Honeywell (HON) stake by 13% in Q2 2026, selling an estimated $38.4K and leaving 1,192 shares worth $267K. The position accounts for 0.18% of the portfolio, ranked #66.

Spartan Planning & Wealth Management first reported a position in HON in Q4 2022 and has held it in 6 quarters since. The position peaked at $313K in Q4 2024. 2,155 funds tracked by Wall St. Rank hold HON as of Q2 2026.

Spartan Planning & Wealth Management held 1,192 shares of Honeywell worth $267K as of Q2 2026.
Spartan Planning & Wealth Management sold 172 Honeywell shares in Q2 2026, an estimated $38.4K.
Honeywell made up 0.18% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #66 holding.
Spartan Planning & Wealth Management first reported a position in Honeywell in Q4 2022 and has held it in 6 quarters since.
Spartan Planning & Wealth Management's Honeywell position peaked at $313K in Q4 2024.
2,155 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.