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Wiser Advisor Group’s Honeywell HON Stock Holding History

Wiser Advisor 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 		$10.7K Sell
48
-47
-49% -$10.5K 0.01% 168
2026
Q1 		$21.6K Hold
95
– – 0.03% 127
2025
Q4 		$18.5K Sell
95
-204
-68% -$39.9K 0.02% 141
2025
Q3 		$59.4K Buy
+299
New +$62.5K 0.07% 84
2025
Q2 		– Sell
-296
Closed -$59.1K – 130
2025
Q1 		$59.1K Buy
296
+1
+0.3% +$202 0.09% 84
2024
Q4 		$62.7K Buy
295
+2
+0.7% +$417 0.09% 84
2024
Q3 		$57.1K Buy
293
+1
+0.3% +$194 0.09% 91
2024
Q2 		$58.7K Buy
292
+3
+1% +$571 0.09% 83
2024
Q1 		$56.1K Hold
289
– – 0.09% 87
2023
Q4 		$57K Buy
+289
New +$52.1K 0.09% 84

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

Wiser Advisor Group's HON Position: Q2 2026 in Review

Wiser Advisor Group reduced its Honeywell (HON) stake by 49% in Q2 2026, selling an estimated $10.5K and leaving 48 shares worth $10.7K. The position accounts for 0.01% of the portfolio, ranked #168.

Wiser Advisor Group first reported a position in HON in Q4 2023 and has held it in 10 quarters since. The position peaked at $62.7K in Q4 2024. 2,162 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Wiser Advisor Group held 48 shares of Honeywell worth $10.7K as of Q2 2026.
  • Wiser Advisor Group sold 47 Honeywell shares in Q2 2026, an estimated $10.5K.
  • Honeywell made up 0.01% of Wiser Advisor Group's portfolio in Q2 2026, its #168 holding.
  • Wiser Advisor Group first reported a position in Honeywell in Q4 2023 and has held it in 10 quarters since.
  • Wiser Advisor Group's Honeywell position peaked at $62.7K in Q4 2024.
  • 2,162 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.