Sun Financial’s Honeywell HON Stock Holding History

Sun Financial’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	$562K	Sell	2,582 -102	-4%	-$23.3K	0.28%	84
2025 Q4	$524K	Buy	+2,684	New	+$525K	0.29%	90

Other funds holding HON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Sun Financial's HON Position: Q1 2026 in Review

Sun Financial reduced its Honeywell (HON) stake by 3.8% in Q1 2026, selling an estimated $23.3K and leaving 2,582 shares worth $562K. The position accounts for 0.28% of the portfolio, ranked #84.

Sun Financial first reported a position in HON in Q4 2025 and has held it in 2 quarters since. 2,805 funds tracked by Wall St. Rank hold HON as of Q1 2026.

Sun Financial held 2,582 shares of Honeywell worth $562K as of Q1 2026.
Sun Financial sold 102 Honeywell shares in Q1 2026, an estimated $23.3K.
Honeywell made up 0.28% of Sun Financial's portfolio in Q1 2026, its #84 holding.
Sun Financial first reported a position in Honeywell in Q4 2025 and has held it in 2 quarters since.
2,805 funds tracked by Wall St. Rank held Honeywell as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.