Atlas Private Wealth Advisors’s Honeywell HON Stock Holding History

Atlas Private Wealth Advisors’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
2025 Q3	–	Sell	-1,677	Closed	-$368K	–	159
2025 Q2	$368K	Buy	1,677 +55	+3%	+$11.1K	0.05%	140
2025 Q1	$324K	Buy	1,622 +84	+5%	+$17K	0.05%	138
2024 Q4	$327K	Hold	1,538	–	–	0.05%	124
2024 Q3	$300K	Buy	1,538 +1	+0.1%	+$194	0.04%	122
2024 Q2	$309K	Buy	+1,537	New	+$292K	0.05%	117
2024 Q1	–	Sell	-1,536	Closed	-$304K	–	130
2023 Q4	$304K	Sell	1,536 -1,225	-44%	-$221K	0.06%	122
2023 Q3	$481K	Buy	2,761 +1,210	+78%	+$221K	0.09%	111
2023 Q2	$303K	Buy	+1,551	New	+$288K	0.06%	144
2021 Q4	–	Sell	-790	Closed	-$158K	–	390
2021 Q3	$158K	Hold	790	–	–	0.08%	144
2021 Q2	$163K	Sell	790 -59	-7%	-$12.5K	0.09%	127
2021 Q1	$174K	Buy	849 +27	+3%	+$5.27K	0.1%	116
2020 Q4	$165K	Sell	822 -16	-2%	-$2.91K	0.11%	119
2020 Q3	$130K	Hold	838	–	–	0.11%	124
2020 Q2	$114K	Buy	+838	New	+$111K	0.1%	136

Other funds holding HON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Newport Trust Company

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return