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True Wealth Design’s Honeywell HON Stock Holding History

True Wealth Design’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 		$46.6K Sell
208
-455
-69% -$102K 0.01% 514
2026
Q1 		$150K Buy
663
+329
+99% +$75.2K 0.04% 129
2025
Q4 		$65.2K Buy
334
+147
+79% +$28.8K 0.02% 266
2025
Q3 		$37K Sell
187
-21
-10% -$4.39K 0.01% 407
2025
Q2 		$45.6K Buy
208
+14
+7% +$2.83K 0.02% 215
2025
Q1 		$38.7K Buy
194
+35
+22% +$7.08K 0.01% 243
2024
Q4 		$33.8K Buy
159
+7
+5% +$1.46K 0.01% 240
2024
Q3 		$29.6K Sell
152
-134
-47% -$26K 0.01% 253
2024
Q2 		$57.7K Hold
286
– – 0.01% 159
2024
Q1 		$55.4K Buy
286
+67
+31% +$12.6K 0.01% 158
2023
Q4 		$43.2K Buy
219
+67
+44% +$12.1K 0.01% 162
2023
Q3 		$26.4K Hold
152
– – 0.01% 169
2023
Q2 		$29.7K Sell
152
-11
-7% -$2.04K 0.01% 176
2023
Q1 		$29.4K Buy
163
+11
+7% +$2.07K 0.01% 187
2022
Q4 		$30.6K Buy
+152
New +$29K 0.01% 171

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

True Wealth Design's HON Position: Q2 2026 in Review

True Wealth Design reduced its Honeywell (HON) stake by 69% in Q2 2026, selling an estimated $102K and leaving 208 shares worth $46.6K. The position accounts for 0.01% of the portfolio, ranked #514.

True Wealth Design first reported a position in HON in Q4 2022 and has held it in 15 quarters since. The position peaked at $150K in Q1 2026. 310 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • True Wealth Design held 208 shares of Honeywell worth $46.6K as of Q2 2026.
  • True Wealth Design sold 455 Honeywell shares in Q2 2026, an estimated $102K.
  • Honeywell made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #514 holding.
  • True Wealth Design first reported a position in Honeywell in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Honeywell position peaked at $150K in Q1 2026.
  • 310 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.