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Kolinsky Wealth Management’s Honeywell HON Stock Holding History

Kolinsky 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
2024
Q4 		$376K Buy
1,768
+215
+14% +$44.8K 0.23% 92
2024
Q3 		$303K Buy
1,553
+23
+2% +$4.46K 0.2% 116
2024
Q2 		$308K Buy
1,530
+45
+3% +$8.56K 0.22% 107
2024
Q1 		$287K Sell
1,485
-671
-31% -$126K 0.22% 106
2023
Q4 		$426K Sell
2,156
-24
-1% -$4.33K 0.38% 65
2023
Q3 		$380K Sell
2,180
-88
-4% -$16.1K 0.38% 65
2023
Q2 		$441K Buy
2,268
+81
+4% +$15K 0.42% 62
2023
Q1 		$394K Sell
2,187
-40
-2% -$7.52K 0.42% 55
2022
Q4 		$450K Buy
2,227
+102
+5% +$19.5K 0.51% 42
2022
Q3 		$334K Buy
2,125
+45
+2% +$7.84K 0.42% 54
2022
Q2 		$341K Buy
2,080
+100
+5% +$18K 0.4% 55
2022
Q1 		$363K Buy
1,980
+383
+24% +$70.9K 0.36% 57
2021
Q4 		$314K Buy
+1,597
New +$322K 0.29% 91

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kolinsky Wealth Management's HON Position: Q4 2024 in Review

Kolinsky Wealth Management increased its Honeywell (HON) stake by 14% in Q4 2024, buying an estimated $44.8K and bringing the position to 1,768 shares worth $376K. The position accounts for 0.23% of the portfolio, ranked #92.

Kolinsky Wealth Management first reported a position in HON in Q4 2021 and has held it in 13 quarters since. The position peaked at $450K in Q4 2022. 2,730 funds tracked by Wall St. Rank hold HON as of Q4 2024.

  • Kolinsky Wealth Management held 1,768 shares of Honeywell worth $376K as of Q4 2024.
  • Kolinsky Wealth Management bought 215 Honeywell shares in Q4 2024, an estimated $44.8K.
  • Honeywell made up 0.23% of Kolinsky Wealth Management's portfolio in Q4 2024, its #92 holding.
  • Kolinsky Wealth Management first reported a position in Honeywell in Q4 2021 and has held it in 13 quarters since.
  • Kolinsky Wealth Management's Honeywell position peaked at $450K in Q4 2022.
  • 2,730 funds tracked by Wall St. Rank held Honeywell as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.