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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 0.07% 282
2022
Q1 		$6.49M Buy
+35,382
New +$6.55M 0.11% 203

Other funds holding HON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Atria Wealth Solutions's HON Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Honeywell (HON) stake by 47% in Q2 2025, selling an estimated $3.25M and leaving 17,944 shares worth $3.96M. The position accounts for 0.09% of the portfolio, ranked #256.

Atria Wealth Solutions first reported a position in HON in Q1 2022 and has held it in 14 quarters since. The position peaked at $7.9M in Q4 2022. 2,702 funds tracked by Wall St. Rank hold HON as of Q2 2025.

  • Atria Wealth Solutions held 17,944 shares of Honeywell worth $3.96M as of Q2 2025.
  • Atria Wealth Solutions sold 16,059 Honeywell shares in Q2 2025, an estimated $3.25M.
  • Honeywell made up 0.09% of Atria Wealth Solutions's portfolio in Q2 2025, its #256 holding.
  • Atria Wealth Solutions first reported a position in Honeywell in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Honeywell position peaked at $7.9M in Q4 2022.
  • 2,702 funds tracked by Wall St. Rank held Honeywell as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.