SIM
HON icon

Synergy Investment Management’s Honeywell HON Stock Holding History

Synergy Investment Management’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 		$35.3K Sell
151
-18
-11% -$4.02K 0.01% 435
2026
Q1 		$38.3K Buy
+169
New +$38.6K 0.01% 318
2025
Q2 		– Sell
-84
Closed -$16.8K – 288
2025
Q1 		$16.8K Buy
84
+22
+35% +$4.45K 0.01% 334
2024
Q4 		$13K Buy
+62
New +$12.9K 0.01% 362

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

Synergy Investment Management's HON Position: Q2 2026 in Review

Synergy Investment Management reduced its Honeywell (HON) stake by 11% in Q2 2026, selling an estimated $4.02K and leaving 151 shares worth $35.3K. The position accounts for 0.01% of the portfolio, ranked #435.

Synergy Investment Management first reported a position in HON in Q4 2024 and has held it in 4 quarters since. The position peaked at $38.3K in Q1 2026. 2,155 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Synergy Investment Management held 151 shares of Honeywell worth $35.3K as of Q2 2026.
  • Synergy Investment Management sold 18 Honeywell shares in Q2 2026, an estimated $4.02K.
  • Honeywell made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #435 holding.
  • Synergy Investment Management first reported a position in Honeywell in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's Honeywell position peaked at $38.3K in Q1 2026.
  • 2,155 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.