Gitterman Wealth Management’s Honeywell HON Stock Holding History

Gitterman Wealth Management’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	$791K	Buy	3,989 +961	+32%	+$201K	0.18%	35
2025 Q2	$665K	Buy	3,028 +124	+4%	+$25.1K	0.15%	30
2025 Q1	$580K	Sell	2,904 -208	-7%	-$42.1K	0.15%	36
2024 Q4	$663K	Sell	3,112 -103	-3%	-$21.5K	0.28%	27
2024 Q3	$626K	Sell	3,215 -44	-1%	-$8.53K	0.26%	25
2024 Q2	$656K	Hold	3,259	–	–	0.25%	20
2024 Q1	$631K	Sell	3,259 -106	-3%	-$20K	0.24%	25
2023 Q4	$665K	Hold	3,365	–	–	0.3%	16
2023 Q3	$586K	Sell	3,365 -43	-1%	-$7.87K	0.28%	17
2023 Q2	$666K	Hold	3,408	–	–	0.31%	16
2023 Q1	$614K	Hold	3,408	–	–	0.29%	17
2022 Q4	$688K	Hold	3,408	–	–	0.34%	16
2022 Q3	$536K	Buy	3,408 +20	+0.6%	+$3.48K	0.55%	18
2022 Q2	$555K	Hold	3,388	–	–	0.52%	22
2022 Q1	$621K	Sell	3,388 -105	-3%	-$19.4K	0.5%	24
2021 Q4	$686K	Buy	3,493 +105	+3%	+$21.2K	0.51%	25
2021 Q3	$678K	Hold	3,388	–	–	0.54%	22
2021 Q2	$700K	Hold	3,388	–	–	0.57%	22
2021 Q1	$693K	Buy	+3,388	New	+$662K	0.45%	21

Other funds holding HON

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

BlackRock New York $5.72T 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Gitterman Wealth Management's HON Position: Q3 2025 in Review

Gitterman Wealth Management increased its Honeywell (HON) stake by 32% in Q3 2025, buying an estimated $201K and bringing the position to 3,989 shares worth $791K. The position accounts for 0.18% of the portfolio, ranked #35.

Gitterman Wealth Management first reported a position in HON in Q1 2021 and has held it in 19 quarters since. 2,644 funds tracked by Wall St. Rank hold HON as of Q3 2025.

Gitterman Wealth Management held 3,989 shares of Honeywell worth $791K as of Q3 2025.
Gitterman Wealth Management bought 961 Honeywell shares in Q3 2025, an estimated $201K.
Honeywell made up 0.18% of Gitterman Wealth Management's portfolio in Q3 2025, its #35 holding.
Gitterman Wealth Management first reported a position in Honeywell in Q1 2021 and has held it in 19 quarters since.
2,644 funds tracked by Wall St. Rank held Honeywell as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.