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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
Q2 		$677K Buy
3,024
+611
+25% +$136K 0.06% 176
2026
Q1 		$545K Buy
2,413
+187
+8% +$42.7K 0.06% 172
2025
Q4 		$434K Sell
2,226
-4,972
-69% -$973K 0.06% 163
2025
Q3 		$2.05M Buy
7,198
+4,847
+206% +$1.01M 0.22% 82
2025
Q2 		$516K Buy
+2,351
New +$476K 0.13% 128

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

Summit Wealth Group (Colorado)'s HON Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Honeywell (HON) stake by 25% in Q2 2026, buying an estimated $136K and bringing the position to 3,024 shares worth $677K. The position accounts for 0.06% of the portfolio, ranked #176.

Summit Wealth Group (Colorado) first reported a position in HON in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.05M in Q3 2025. 2,162 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Summit Wealth Group (Colorado) held 3,024 shares of Honeywell worth $677K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 611 Honeywell shares in Q2 2026, an estimated $136K.
  • Honeywell made up 0.06% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #176 holding.
  • Summit Wealth Group (Colorado) first reported a position in Honeywell in Q2 2025 and has held it in 5 quarters since.
  • Summit Wealth Group (Colorado)'s Honeywell position peaked at $2.05M in Q3 2025.
  • 2,162 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.