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Summit Wealth Group (Colorado)’s Honeywell HON Stock Holding History

Summit Wealth Group (Colorado)’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
Q1 		$545K Buy
2,413
+187
+8% +$42.7K 0.06% 172
2025
Q4 		$434K Buy
+2,226
New +$435K 0.06% 163
2025
Q3 		– Sell
-2,351
Closed -$516K – 348
2025
Q2 		$516K Buy
+2,351
New +$476K 0.13% 128

Other funds holding HON

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Summit Wealth Group (Colorado)'s HON Position: Q1 2026 in Review

Summit Wealth Group (Colorado) increased its Honeywell (HON) stake by 8.4% in Q1 2026, buying an estimated $42.7K and bringing the position to 2,413 shares worth $545K. The position accounts for 0.06% of the portfolio, ranked #172.

Summit Wealth Group (Colorado) first reported a position in HON in Q2 2025 and has held it in 3 quarters since. 2,793 funds tracked by Wall St. Rank hold HON as of Q1 2026.

  • Summit Wealth Group (Colorado) held 2,413 shares of Honeywell worth $545K as of Q1 2026.
  • Summit Wealth Group (Colorado) bought 187 Honeywell shares in Q1 2026, an estimated $42.7K.
  • Honeywell made up 0.06% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #172 holding.
  • Summit Wealth Group (Colorado) first reported a position in Honeywell in Q2 2025 and has held it in 3 quarters since.
  • 2,793 funds tracked by Wall St. Rank held Honeywell as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.