WETS
HON icon

Wealth Enhancement Trust Services’s Honeywell HON Stock Holding History

Wealth Enhancement Trust Services’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
-15,551
Closed -$3.51M – 1543
2026
Q1 		$3.51M Buy
15,551
+6,079
+64% +$1.39M 0.43% 54
2025
Q4 		$1.85M Buy
+9,472
New +$1.85M 0.23% 84

Other funds holding HON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Wealth Enhancement Trust Services's HON Position: Q2 2026 in Review

Wealth Enhancement Trust Services sold out of Honeywell (HON) in Q2 2026, closing a stake of 15,551 shares — an estimated $3.51M sold.

Wealth Enhancement Trust Services first reported a position in HON in Q4 2025 and held it in 2 quarters. The position peaked at $3.51M in Q1 2026. 1,669 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Wealth Enhancement Trust Services reported no remaining Honeywell position as of Q2 2026 after selling out during the quarter.
  • Wealth Enhancement Trust Services sold 15,551 Honeywell shares in Q2 2026, an estimated $3.51M.
  • Wealth Enhancement Trust Services first reported a position in Honeywell in Q4 2025 and held it in 2 quarters.
  • Wealth Enhancement Trust Services's Honeywell position peaked at $3.51M in Q1 2026.
  • 1,669 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.