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Spire Wealth Management’s Honeywell HON Stock Holding History

Spire 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 		– Sell
-4,340
Closed -$981K – 2303
2026
Q1 		$981K Sell
4,340
-175
-4% -$40K 0.03% 389
2025
Q4 		$881K Sell
4,515
-793
-15% -$155K 0.03% 419
2025
Q3 		$1.05M Buy
5,308
+217
+4% +$45.3K 0.04% 369
2025
Q2 		$1.12M Sell
5,091
-1,749
-26% -$354K 0.04% 345
2025
Q1 		$1.37M Sell
6,840
-356
-5% -$72K 0.04% 336
2024
Q4 		$1.53M Sell
7,196
-2,680
-27% -$559K 0.05% 295
2024
Q3 		$1.92M Buy
9,876
+4,219
+75% +$818K 0.06% 237
2024
Q2 		$1.14M Sell
5,657
-620
-10% -$118K 0.04% 321
2024
Q1 		$1.21M Sell
6,277
-470
-7% -$88.5K 0.02% 339
2023
Q4 		$1.28M Sell
6,747
-965
-13% -$174K 0.04% 310
2023
Q3 		$1.34M Sell
7,712
-2,132
-22% -$390K 0.05% 274
2023
Q2 		$1.93M Sell
9,844
-99
-1% -$18.4K 0.07% 239
2023
Q1 		$1.79M Buy
9,943
+2,580
+35% +$485K 0.07% 241
2022
Q4 		$1.49M Buy
7,363
+526
+8% +$100K 0.08% 193
2022
Q3 		$1.08M Sell
6,837
-6,575
-49% -$1.15M 0.07% 206
2022
Q2 		$2.2M Sell
13,412
-4,091
-23% -$735K 0.09% 197
2022
Q1 		$3.21M Sell
17,503
-3,437
-16% -$636K 0.09% 203
2021
Q4 		$4.12M Buy
20,940
+2,510
+14% +$507K 0.09% 196
2021
Q3 		$3.51M Sell
18,430
-36,290
-66% -$7.74M 0.09% 198
2021
Q2 		$11.3M Sell
54,720
-8,163
-13% -$1.73M 0.31% 93
2021
Q1 		$12.9M Buy
+62,883
New +$12.3M 0.34% 81

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

Spire Wealth Management's HON Position: Q2 2026 in Review

Spire Wealth Management sold out of Honeywell (HON) in Q2 2026, closing a stake of 4,340 shares — an estimated $981K sold.

Spire Wealth Management first reported a position in HON in Q1 2021 and held it in 21 quarters. The position peaked at $12.9M in Q1 2021. 2,155 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Spire Wealth Management reported no remaining Honeywell position as of Q2 2026 after selling out during the quarter.
  • Spire Wealth Management sold 4,340 Honeywell shares in Q2 2026, an estimated $981K.
  • Spire Wealth Management first reported a position in Honeywell in Q1 2021 and held it in 21 quarters.
  • Spire Wealth Management's Honeywell position peaked at $12.9M in Q1 2021.
  • 2,155 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.