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Planning Strategies Inc.’s Honeywell HON Stock Holding History

Planning Strategies Inc.’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 		$37.2K Buy
+166
New +$37K 0.02% 184

Other funds holding HON

ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Planning Strategies Inc.'s HON Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Honeywell (HON) in Q2 2026: 166 shares worth $37.2K. The stake represents 0.02% of the portfolio and ranks #184 among its holdings.

785 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Planning Strategies Inc. held 166 shares of Honeywell worth $37.2K as of Q2 2026.
  • Honeywell was a new Planning Strategies Inc. position in Q2 2026.
  • Honeywell made up 0.02% of Planning Strategies Inc.'s portfolio in Q2 2026, its #184 holding.
  • 785 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.