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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Wealth Effects's HON Position: Q1 2026 in Review

Wealth Effects increased its Honeywell (HON) stake by 0.08% in Q1 2026, buying an estimated $229 and bringing the position to 1,298 shares worth $293K. The position accounts for 0.1% of the portfolio, ranked #162.

Wealth Effects first reported a position in HON in Q4 2021 and has held it in 18 quarters since. The position peaked at $421K in Q4 2023. 2,793 funds tracked by Wall St. Rank hold HON as of Q1 2026.

  • Wealth Effects held 1,298 shares of Honeywell worth $293K as of Q1 2026.
  • Wealth Effects bought 1 Honeywell share in Q1 2026, an estimated $229.
  • Honeywell made up 0.1% of Wealth Effects's portfolio in Q1 2026, its #162 holding.
  • Wealth Effects first reported a position in Honeywell in Q4 2021 and has held it in 18 quarters since.
  • Wealth Effects's Honeywell position peaked at $421K in Q4 2023.
  • 2,793 funds tracked by Wall St. Rank held Honeywell as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.