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Summit Wealth Partners’s Honeywell HON Stock Holding History

Summit Wealth Partners’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 		$286K Sell
1,278
-1,289
-50% -$288K 0.04% 237
2026
Q1 		$580K Buy
2,567
+874
+52% +$200K 0.09% 143
2025
Q4 		$330K Sell
1,693
-103
-6% -$20.1K 0.06% 158
2025
Q3 		$356K Buy
1,796
+212
+13% +$44.3K 0.06% 163
2025
Q2 		$348K Hold
1,584
– – 0.07% 167
2025
Q1 		$316K Hold
1,584
– – 0.06% 170
2024
Q4 		$337K Hold
1,584
– – 0.07% 157
2024
Q3 		$309K Sell
1,584
-43
-3% -$8.34K 0.06% 190
2024
Q2 		$327K Buy
1,627
+107
+7% +$20.4K 0.07% 168
2024
Q1 		$294K Hold
1,520
– – 0.06% 180
2023
Q4 		$301K Hold
1,520
– – 0.07% 162
2023
Q3 		$265K Sell
1,520
-136
-8% -$24.9K 0.07% 160
2023
Q2 		$324K Hold
1,656
– – 0.08% 139
2023
Q1 		$298K Hold
1,656
– – 0.08% 147
2022
Q4 		$335K Hold
1,656
– – 0.09% 135
2022
Q3 		$261K Hold
1,656
– – 0.07% 133
2022
Q2 		$271K Hold
1,656
– – 0.07% 129
2022
Q1 		$304K Hold
1,656
– – 0.07% 126
2021
Q4 		$325K Sell
1,656
-98
-6% -$19.8K 0.07% 122
2021
Q3 		$351K Hold
1,754
– – 0.08% 109
2021
Q2 		$363K Hold
1,754
– – 0.09% 109
2021
Q1 		$359K Hold
1,754
– – 0.09% 109
2020
Q4 		$352K Hold
1,754
– – 0.1% 103
2020
Q3 		$272K Hold
1,754
– – 0.08% 126
2020
Q2 		$239K Hold
1,754
– – 0.08% 129
2020
Q1 		$221K Buy
1,754
+242
+16% +$37.4K 0.09% 100
2019
Q4 		$252K Buy
+1,512
New +$247K 0.09% 102

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 Partners's HON Position: Q2 2026 in Review

Summit Wealth Partners reduced its Honeywell (HON) stake by 50% in Q2 2026, selling an estimated $288K and leaving 1,278 shares worth $286K. The position accounts for 0.04% of the portfolio, ranked #237.

Summit Wealth Partners first reported a position in HON in Q4 2019 and has held it in 27 quarters since. The position peaked at $580K in Q1 2026. 2,174 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Summit Wealth Partners held 1,278 shares of Honeywell worth $286K as of Q2 2026.
  • Summit Wealth Partners sold 1,289 Honeywell shares in Q2 2026, an estimated $288K.
  • Honeywell made up 0.04% of Summit Wealth Partners's portfolio in Q2 2026, its #237 holding.
  • Summit Wealth Partners first reported a position in Honeywell in Q4 2019 and has held it in 27 quarters since.
  • Summit Wealth Partners's Honeywell position peaked at $580K in Q1 2026.
  • 2,174 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.