Atria Wealth Solutions’s Honeywell HON Stock Holding History

Atria Wealth Solutions’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 Q2	$3.96M	Sell	17,944 -16,059	-47%	-$3.25M	0.09%	256
2025 Q1	$6.79M	Sell	34,003 -2,603	-7%	-$527K	0.08%	259
2024 Q4	$7.79M	Buy	36,606 +3,909	+12%	+$815K	0.09%	243
2024 Q3	$6.37M	Buy	32,697 +620	+2%	+$120K	0.07%	287
2024 Q2	$6.46M	Sell	32,077 -4,035	-11%	-$768K	0.07%	281
2024 Q1	$6.99M	Sell	36,112 -3,756	-9%	-$707K	0.08%	262
2023 Q4	$7.88M	Buy	39,868 +1,659	+4%	+$299K	0.1%	210
2023 Q3	$6.65M	Buy	38,209 +1,460	+4%	+$267K	0.09%	223
2023 Q2	$7.19M	Buy	36,749 +1,386	+4%	+$257K	0.1%	204
2023 Q1	$6.37M	Sell	35,363 -3,763	-10%	-$708K	0.09%	212
2022 Q4	$7.9M	Sell	39,126 -4,232	-10%	-$809K	0.13%	173
2022 Q3	$6.82M	Buy	43,358 +19,966	+85%	+$3.48M	0.12%	180
2022 Q2	$3.83M	Sell	23,392 -11,990	-34%	-$2.15M	0.08%	282
2022 Q1	$6.49M	Buy	+35,382	New	+$6.55M	0.11%	203

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

Wellington Management Group

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Newport Trust Company

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

Bank of America

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

JP Morgan Chase

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