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Summit Wealth Group’s Honeywell HON Stock Holding History

Summit Wealth Group’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
-1,071
Closed -$242K – 130
2026
Q1 		$242K Hold
1,071
– – 0.06% 114
2025
Q4 		$209K Sell
1,071
-61
-5% -$11.9K 0.05% 114
2025
Q3 		$225K Sell
1,132
-51
-4% -$10.7K 0.05% 105
2025
Q2 		$260K Buy
1,183
+49
+4% +$9.92K 0.07% 97
2025
Q1 		$226K Sell
1,134
-87
-7% -$17.6K 0.07% 94
2024
Q4 		$260K Sell
1,221
-6
-0.5% -$1.25K 0.08% 83
2024
Q3 		$239K Hold
1,227
– – 0.07% 89
2024
Q2 		$247K Buy
+1,227
New +$233K 0.07% 82
2023
Q3 		– Sell
-1,314
Closed -$257K – 49
2023
Q2 		$257K Buy
1,314
+1,309
+26,180% +$243K 0.1% 64
2023
Q1 		$1K Buy
+5
New +$940 0.02% 119

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's HON Position: Q2 2026 in Review

Summit Wealth Group sold out of Honeywell (HON) in Q2 2026, closing a stake of 1,071 shares — an estimated $242K sold.

Summit Wealth Group first reported a position in HON in Q1 2023 and held it in 10 quarters. The position peaked at $260K in Q2 2025. 2,168 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Summit Wealth Group reported no remaining Honeywell position as of Q2 2026 after selling out during the quarter.
  • Summit Wealth Group sold 1,071 Honeywell shares in Q2 2026, an estimated $242K.
  • Summit Wealth Group first reported a position in Honeywell in Q1 2023 and held it in 10 quarters.
  • Summit Wealth Group's Honeywell position peaked at $260K in Q2 2025.
  • 2,168 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.