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MorganRosel Wealth Management’s Honeywell HON Stock Holding History

MorganRosel 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
Q4 		– Sell
-1,882
Closed -$373K – 116
2025
Q3 		$373K Buy
1,882
+6
+0.3% +$1.25K 0.1% 93
2025
Q2 		$412K Buy
1,876
+1,576
+525% +$319K 0.11% 89
2025
Q1 		$59.9K Buy
+300
New +$60.7K 0.02% 156

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
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

MorganRosel Wealth Management's HON Position: Q4 2025 in Review

MorganRosel Wealth Management sold out of Honeywell (HON) in Q4 2025, closing a stake of 1,882 shares — an estimated $373K sold.

MorganRosel Wealth Management first reported a position in HON in Q1 2025 and held it in 3 quarters. The position peaked at $412K in Q2 2025. 2,692 funds tracked by Wall St. Rank hold HON as of Q4 2025.

  • MorganRosel Wealth Management reported no remaining Honeywell position as of Q4 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 1,882 Honeywell shares in Q4 2025, an estimated $373K.
  • MorganRosel Wealth Management first reported a position in Honeywell in Q1 2025 and held it in 3 quarters.
  • MorganRosel Wealth Management's Honeywell position peaked at $412K in Q2 2025.
  • 2,692 funds tracked by Wall St. Rank held Honeywell as of Q4 2025.

Based on MorganRosel Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.