SFWC
HON icon

Strategic Family Wealth Counselors’s Honeywell HON Stock Holding History

Strategic Family Wealth Counselors’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
-945
Closed -$214K – 181
2026
Q1 		$214K Sell
945
-116
-11% -$26.5K 0.06% 149
2025
Q4 		$228K Buy
+1,061
New +$208K 0.05% 199
2025
Q3 		– Sell
-932
Closed -$204K – 162
2025
Q2 		$204K Buy
+932
New +$189K 0.06% 140

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

Strategic Family Wealth Counselors's HON Position: Q2 2026 in Review

Strategic Family Wealth Counselors sold out of Honeywell (HON) in Q2 2026, closing a stake of 945 shares — an estimated $214K sold.

Strategic Family Wealth Counselors first reported a position in HON in Q2 2025 and held it in 3 quarters. The position peaked at $228K in Q4 2025. 2,155 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Strategic Family Wealth Counselors reported no remaining Honeywell position as of Q2 2026 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 945 Honeywell shares in Q2 2026, an estimated $214K.
  • Strategic Family Wealth Counselors first reported a position in Honeywell in Q2 2025 and held it in 3 quarters.
  • Strategic Family Wealth Counselors's Honeywell position peaked at $228K in Q4 2025.
  • 2,155 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.