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Berry Wealth Group’s Honeywell HON Stock Holding History

Berry Wealth 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
2025
Q3 		– Sell
-919
Closed -$202K – 65
2025
Q2 		$202K Buy
+919
New +$186K 0.14% 105
2025
Q1 		– Sell
-1,106
Closed -$235K – 103
2024
Q4 		$235K Buy
+1,106
New +$231K 0.17% 77

Other funds holding HON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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 $1.56T 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

Berry Wealth Group's HON Position: Q3 2025 in Review

Berry Wealth Group sold out of Honeywell (HON) in Q3 2025, closing a stake of 919 shares — an estimated $202K sold.

Berry Wealth Group first reported a position in HON in Q4 2024 and held it in 2 quarters. The position peaked at $235K in Q4 2024. 2,644 funds tracked by Wall St. Rank hold HON as of Q3 2025.

  • Berry Wealth Group reported no remaining Honeywell position as of Q3 2025 after selling out during the quarter.
  • Berry Wealth Group sold 919 Honeywell shares in Q3 2025, an estimated $202K.
  • Berry Wealth Group first reported a position in Honeywell in Q4 2024 and held it in 2 quarters.
  • Berry Wealth Group's Honeywell position peaked at $235K in Q4 2024.
  • 2,644 funds tracked by Wall St. Rank held Honeywell as of Q3 2025.

Based on Berry Wealth Group's 13F filing for Q3 2025, filed 12 Nov 2025.