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United Financial Planning Group’s Honeywell HON Stock Holding History

United Financial Planning Group’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 		$2.69K Sell
12
-12
-50% -$2.68K ﹤0.01% 434
2026
Q1 		$5.42K Buy
+24
New +$5.48K ﹤0.01% 305

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

United Financial Planning Group's HON Position: Q2 2026 in Review

United Financial Planning Group reduced its Honeywell (HON) stake by 50% in Q2 2026, selling an estimated $2.68K and leaving 12 shares worth $2.69K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

United Financial Planning Group first reported a position in HON in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.42K in Q1 2026. 2,156 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • United Financial Planning Group held 12 shares of Honeywell worth $2.69K as of Q2 2026.
  • United Financial Planning Group sold 12 Honeywell shares in Q2 2026, an estimated $2.68K.
  • Honeywell made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #434 holding.
  • United Financial Planning Group first reported a position in Honeywell in Q1 2026 and has held it in 2 quarters since.
  • United Financial Planning Group's Honeywell position peaked at $5.42K in Q1 2026.
  • 2,156 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.