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Triad Wealth Partners’s Honeywell HON Stock Holding History

Triad 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 		$398K Sell
1,613
-1,896
-54% -$423K 0.02% 377
2026
Q1 		$793K Buy
3,509
+99
+3% +$22.6K 0.06% 202
2025
Q4 		$665K Buy
3,410
+174
+5% +$34K 0.06% 208
2025
Q3 		$642K Buy
3,236
+563
+21% +$118K 0.08% 171
2025
Q2 		$587K Buy
2,673
+26
+1% +$5.26K 0.12% 135
2025
Q1 		$528K Buy
2,647
+69
+3% +$14K 0.16% 100
2024
Q4 		$549K Buy
+2,578
New +$538K 0.2% 82
2024
Q3 		– Sell
-1,929
Closed -$388K – 415
2024
Q2 		$388K Buy
1,929
+209
+12% +$39.8K 0.2% 48
2024
Q1 		$333K Buy
+1,720
New +$324K 0.26% 38

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

Triad Wealth Partners's HON Position: Q2 2026 in Review

Triad Wealth Partners reduced its Honeywell (HON) stake by 54% in Q2 2026, selling an estimated $423K and leaving 1,613 shares worth $398K. The position accounts for 0.02% of the portfolio, ranked #377.

Triad Wealth Partners first reported a position in HON in Q1 2024 and has held it in 9 quarters since. The position peaked at $793K in Q1 2026. 2,162 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Triad Wealth Partners held 1,613 shares of Honeywell worth $398K as of Q2 2026.
  • Triad Wealth Partners sold 1,896 Honeywell shares in Q2 2026, an estimated $423K.
  • Honeywell made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #377 holding.
  • Triad Wealth Partners first reported a position in Honeywell in Q1 2024 and has held it in 9 quarters since.
  • Triad Wealth Partners's Honeywell position peaked at $793K in Q1 2026.
  • 2,162 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.