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McCarter Private Wealth Services’s Honeywell HON Stock Holding History

McCarter Private Wealth Services’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
Q1 		– Sell
-2,994
Closed -$637K – 106
2024
Q4 		$637K Sell
2,994
-5,936
-66% -$1.24M 0.4% 47
2024
Q3 		$1.74M Buy
+8,930
New +$1.73M 1.1% 28

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

McCarter Private Wealth Services's HON Position: Q1 2025 in Review

McCarter Private Wealth Services sold out of Honeywell (HON) in Q1 2025, closing a stake of 2,994 shares — an estimated $637K sold.

McCarter Private Wealth Services first reported a position in HON in Q3 2024 and held it in 2 quarters. The position peaked at $1.74M in Q3 2024. 2,645 funds tracked by Wall St. Rank hold HON as of Q1 2025.

  • McCarter Private Wealth Services reported no remaining Honeywell position as of Q1 2025 after selling out during the quarter.
  • McCarter Private Wealth Services sold 2,994 Honeywell shares in Q1 2025, an estimated $637K.
  • McCarter Private Wealth Services first reported a position in Honeywell in Q3 2024 and held it in 2 quarters.
  • McCarter Private Wealth Services's Honeywell position peaked at $1.74M in Q3 2024.
  • 2,645 funds tracked by Wall St. Rank held Honeywell as of Q1 2025.

Based on McCarter Private Wealth Services's 13F filing for Q1 2025, filed 14 May 2025.