CWA
HON icon

Carolina Wealth Advisors’s Honeywell HON Stock Holding History

Carolina 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
-17
Closed -$3.73K – 261
2025
Q2 		$3.73K Hold
17
– – ﹤0.01% 200
2025
Q1 		$3.39K Hold
17
– – ﹤0.01% 213
2024
Q4 		$3.61K Hold
17
– – ﹤0.01% 217
2024
Q3 		$3.31K Buy
+17
New +$3.3K ﹤0.01% 254

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Carolina Wealth Advisors's HON Position: Q3 2025 in Review

Carolina Wealth Advisors sold out of Honeywell (HON) in Q3 2025, closing a stake of 17 shares — an estimated $3.73K sold.

Carolina Wealth Advisors first reported a position in HON in Q3 2024 and held it in 4 quarters. The position peaked at $3.73K in Q2 2025. 2,650 funds tracked by Wall St. Rank hold HON as of Q3 2025.

  • Carolina Wealth Advisors reported no remaining Honeywell position as of Q3 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 17 Honeywell shares in Q3 2025, an estimated $3.73K.
  • Carolina Wealth Advisors first reported a position in Honeywell in Q3 2024 and held it in 4 quarters.
  • Carolina Wealth Advisors's Honeywell position peaked at $3.73K in Q2 2025.
  • 2,650 funds tracked by Wall St. Rank held Honeywell as of Q3 2025.

Based on Carolina Wealth Advisors's 13F filing for Q3 2025, filed 7 Oct 2025.