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Summit Wealth & Retirement Planning’s Honeywell HON Stock Holding History

Summit Wealth & Retirement Planning’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
2025
Q3 		– Sell
-934
Closed -$205K – 107
2025
Q2 		$205K Buy
+934
New +$189K 0.06% 99
2019
Q2 		– Sell
-1,448
Closed -$217K – 136
2019
Q1 		$217K Buy
+1,448
New +$202K 0.13% 125

Other funds holding HON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Summit Wealth & Retirement Planning's HON Position: Q3 2025 in Review

Summit Wealth & Retirement Planning sold out of Honeywell (HON) in Q3 2025, closing a stake of 934 shares — an estimated $205K sold.

Summit Wealth & Retirement Planning first reported a position in HON in Q1 2019 and held it in 2 quarters. The position peaked at $217K in Q1 2019. 2,651 funds tracked by Wall St. Rank hold HON as of Q3 2025.

  • Summit Wealth & Retirement Planning reported no remaining Honeywell position as of Q3 2025 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 934 Honeywell shares in Q3 2025, an estimated $205K.
  • Summit Wealth & Retirement Planning first reported a position in Honeywell in Q1 2019 and held it in 2 quarters.
  • Summit Wealth & Retirement Planning's Honeywell position peaked at $217K in Q1 2019.
  • 2,651 funds tracked by Wall St. Rank held Honeywell as of Q3 2025.

Based on Summit Wealth & Retirement Planning's 13F filing for Q3 2025, filed 4 Nov 2025.