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WealthPlan Investment Management’s Honeywell HON Stock Holding History

WealthPlan Investment Management’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 		$266K Sell
1,187
-1,207
-50% -$269K 0.01% 410
2026
Q1 		$541K Buy
2,394
+34
+1% +$7.77K 0.03% 291
2025
Q4 		$461K Sell
2,360
-404
-15% -$79K 0.03% 268
2025
Q3 		$548K Sell
2,764
-894
-24% -$187K 0.04% 221
2025
Q2 		$803K Buy
3,658
+1,613
+79% +$326K 0.06% 197
2025
Q1 		$408K Sell
2,045
-105
-5% -$21.2K 0.04% 190
2024
Q4 		$458K Sell
2,150
-211
-9% -$44K 0.05% 180
2024
Q3 		$460K Buy
2,361
+663
+39% +$129K 0.05% 164
2024
Q2 		$342K Sell
1,698
-212
-11% -$40.3K 0.05% 143
2024
Q1 		$369K Hold
1,910
– – 0.06% 138
2023
Q4 		$377K Hold
1,910
– – 0.06% 138
2023
Q3 		$333K Buy
1,910
+318
+20% +$58.2K 0.06% 137
2023
Q2 		$311K Sell
1,592
-530
-25% -$98.4K 0.09% 112
2023
Q1 		$382K Sell
2,122
-1,512
-42% -$284K 0.07% 130
2022
Q4 		$697K Buy
3,634
+177
+5% +$33.8K 0.05% 212
2022
Q3 		$696K Buy
+3,457
New +$602K 0.05% 200
2022
Q1 		$762K Buy
+4,176
New +$773K 0.05% 198

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

WealthPlan Investment Management's HON Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Honeywell (HON) stake by 50% in Q2 2026, selling an estimated $269K and leaving 1,187 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #410.

WealthPlan Investment Management first reported a position in HON in Q1 2022 and has held it in 17 quarters since. The position peaked at $803K in Q2 2025. 2,155 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • WealthPlan Investment Management held 1,187 shares of Honeywell worth $266K as of Q2 2026.
  • WealthPlan Investment Management sold 1,207 Honeywell shares in Q2 2026, an estimated $269K.
  • Honeywell made up 0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #410 holding.
  • WealthPlan Investment Management first reported a position in Honeywell in Q1 2022 and has held it in 17 quarters since.
  • WealthPlan Investment Management's Honeywell position peaked at $803K in Q2 2025.
  • 2,155 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.