WE
HON icon

Wealth Effects’s Honeywell HON Stock Holding History

Wealth Effects’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
-1,298
Closed -$293K – 262
2026
Q1 		$293K Buy
1,298
+1
+0.1% +$229 0.1% 162
2025
Q4 		$253K Sell
1,297
-78
-6% -$15.3K 0.08% 175
2025
Q3 		$273K Buy
1,375
+22
+2% +$4.6K 0.09% 169
2025
Q2 		$297K Hold
1,353
– – 0.11% 151
2025
Q1 		$270K Sell
1,353
-182
-12% -$36.8K 0.11% 153
2024
Q4 		$327K Sell
1,535
-281
-15% -$58.6K 0.12% 147
2024
Q3 		$354K Buy
1,816
+38
+2% +$7.37K 0.12% 143
2024
Q2 		$358K Buy
1,778
+1
+0.1% +$190 0.13% 128
2024
Q1 		$344K Sell
1,777
-353
-17% -$66.5K 0.13% 137
2023
Q4 		$421K Buy
2,130
+178
+9% +$32.1K 0.16% 124
2023
Q3 		$340K Buy
1,952
+1
+0.1% +$183 0.17% 120
2023
Q2 		$381K Sell
1,951
-72
-4% -$13.4K 0.17% 120
2023
Q1 		$365K Buy
2,023
+11
+0.5% +$2.07K 0.19% 123
2022
Q4 		$406K Sell
2,012
-46
-2% -$8.79K 0.23% 103
2022
Q3 		$324K Buy
2,058
+1
+0% +$174 0.2% 109
2022
Q2 		$337K Sell
2,057
-3
-0.1% -$539 0.2% 111
2022
Q1 		$378K Buy
2,060
+53
+3% +$9.81K 0.18% 112
2021
Q4 		$395K Buy
+2,007
New +$405K 0.16% 123

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 Effects's HON Position: Q2 2026 in Review

Wealth Effects sold out of Honeywell (HON) in Q2 2026, closing a stake of 1,298 shares — an estimated $293K sold.

Wealth Effects first reported a position in HON in Q4 2021 and held it in 18 quarters. The position peaked at $421K in Q4 2023. 2,162 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Wealth Effects reported no remaining Honeywell position as of Q2 2026 after selling out during the quarter.
  • Wealth Effects sold 1,298 Honeywell shares in Q2 2026, an estimated $293K.
  • Wealth Effects first reported a position in Honeywell in Q4 2021 and held it in 18 quarters.
  • Wealth Effects's Honeywell position peaked at $421K in Q4 2023.
  • 2,162 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.