TWM
HON icon

Thrive Wealth Management’s Honeywell HON Stock Holding History

Thrive Wealth 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 		– Sell
-1,826
Closed -$413K – 265
2026
Q1 		$413K Buy
1,826
+53
+3% +$12.1K 0.06% 136
2025
Q4 		$346K Sell
1,773
-225
-11% -$44K 0.05% 162
2025
Q3 		$396K Sell
1,998
-156
-7% -$32.6K 0.06% 148
2025
Q2 		$473K Sell
2,154
-56
-3% -$11.3K 0.08% 128
2025
Q1 		$441K Sell
2,210
-154
-7% -$31.2K 0.08% 122
2024
Q4 		$503K Buy
2,364
+14
+0.6% +$2.92K 0.09% 119
2024
Q3 		$458K Buy
2,350
+190
+9% +$36.9K 0.08% 123
2024
Q2 		$435K Sell
2,160
-69
-3% -$13.1K 0.09% 122
2024
Q1 		$431K Buy
2,229
+245
+12% +$46.1K 0.09% 118
2023
Q4 		$392K Buy
1,984
+61
+3% +$11K 0.09% 122
2023
Q3 		$335K Sell
1,923
-27
-1% -$4.94K 0.09% 118
2023
Q2 		$381K Buy
1,950
+137
+8% +$25.4K 0.1% 113
2023
Q1 		$327K Buy
1,813
+57
+3% +$10.7K 0.08% 129
2022
Q4 		$355K Buy
1,756
+209
+14% +$39.9K 0.1% 116
2022
Q3 		$244K Buy
1,547
+139
+10% +$24.2K 0.09% 125
2022
Q2 		$231K Buy
+1,408
New +$253K 0.08% 133

Other funds holding HON

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Thrive Wealth Management's HON Position: Q2 2026 in Review

Thrive Wealth Management sold out of Honeywell (HON) in Q2 2026, closing a stake of 1,826 shares — an estimated $413K sold.

Thrive Wealth Management first reported a position in HON in Q2 2022 and held it in 16 quarters. The position peaked at $503K in Q4 2024. 310 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Thrive Wealth Management reported no remaining Honeywell position as of Q2 2026 after selling out during the quarter.
  • Thrive Wealth Management sold 1,826 Honeywell shares in Q2 2026, an estimated $413K.
  • Thrive Wealth Management first reported a position in Honeywell in Q2 2022 and held it in 16 quarters.
  • Thrive Wealth Management's Honeywell position peaked at $503K in Q4 2024.
  • 310 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.