HWA
HON icon

Heartwood Wealth Advisors’s Honeywell HON Stock Holding History

Heartwood 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
Q4 		– Sell
-40
Closed -$8K – 379
2025
Q3 		$8K Buy
+40
New +$8.36K ﹤0.01% 396

Other funds holding HON

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Heartwood Wealth Advisors's HON Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Honeywell (HON) in Q4 2025, closing a stake of 40 shares — an estimated $8K sold.

Heartwood Wealth Advisors first reported a position in HON in Q3 2025 and held it in 1 quarter. The position peaked at $8K in Q3 2025. 2,688 funds tracked by Wall St. Rank hold HON as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Honeywell position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 40 Honeywell shares in Q4 2025, an estimated $8K.
  • Heartwood Wealth Advisors first reported a position in Honeywell in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Honeywell position peaked at $8K in Q3 2025.
  • 2,688 funds tracked by Wall St. Rank held Honeywell as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.