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Wealth Dimensions Group’s Honeywell HON Stock Holding History

Wealth Dimensions 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 		– Sell
-1,275
Closed -$288K – 182
2026
Q1 		$288K Buy
1,275
+11
+0.9% +$2.51K 0.06% 140
2025
Q4 		$247K Sell
1,264
-57
-4% -$11.2K 0.05% 146
2025
Q3 		$262K Hold
1,321
– – 0.05% 152
2025
Q2 		$290K Sell
1,321
-6
-0.5% -$1.21K 0.06% 133
2025
Q1 		$265K Buy
1,327
+276
+26% +$55.9K 0.06% 135
2024
Q4 		$224K Buy
+1,051
New +$219K 0.05% 144
2024
Q1 		– Sell
-1,103
Closed -$218K – 144
2023
Q4 		$218K Buy
+1,103
New +$199K 0.07% 127
2023
Q3 		– Sell
-1,473
Closed -$288K – 132
2023
Q2 		$288K Buy
+1,473
New +$274K 0.1% 110
2023
Q1 		– Sell
-2,712
Closed -$548K – 136
2022
Q4 		$548K Buy
2,712
+352
+15% +$67.2K 0.22% 60
2022
Q3 		$371K Hold
2,360
– – 0.18% 82
2022
Q2 		$387K Sell
2,360
-21
-0.9% -$3.77K 0.18% 85
2022
Q1 		$437K Buy
2,381
+11
+0.5% +$2.04K 0.2% 87
2021
Q4 		$466K Buy
2,370
+208
+10% +$42K 0.23% 79
2021
Q3 		$433K Buy
2,162
+996
+85% +$212K 0.28% 79
2021
Q2 		$241K Buy
+1,166
New +$246K 0.16% 104

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

Wealth Dimensions Group's HON Position: Q2 2026 in Review

Wealth Dimensions Group sold out of Honeywell (HON) in Q2 2026, closing a stake of 1,275 shares — an estimated $288K sold.

Wealth Dimensions Group first reported a position in HON in Q2 2021 and held it in 15 quarters. The position peaked at $548K in Q4 2022. 2,162 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Wealth Dimensions Group reported no remaining Honeywell position as of Q2 2026 after selling out during the quarter.
  • Wealth Dimensions Group sold 1,275 Honeywell shares in Q2 2026, an estimated $288K.
  • Wealth Dimensions Group first reported a position in Honeywell in Q2 2021 and held it in 15 quarters.
  • Wealth Dimensions Group's Honeywell position peaked at $548K in Q4 2022.
  • 2,162 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.