Oak Hill Wealth Advisors’s Honeywell HON Stock Holding History

Oak Hill 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 Q3	$344K	Hold	1,736	–	–	0.06%	116
2025 Q2	$392K	Sell	1,736 -1	-0.1%	-$202	0.08%	104
2025 Q1	$347K	Hold	1,737	–	–	0.08%	103
2024 Q4	$370K	Buy	+1,737	New	+$362K	0.09%	96
2024 Q3	–	Sell	-1,066	Closed	-$207K	–	163
2024 Q2	$215K	Buy	+1,066	New	+$203K	0.07%	107
2024 Q1	–	Sell	-1,544	Closed	-$291K	–	150
2023 Q4	$305K	Hold	1,544	–	–	0.11%	82
2023 Q3	$269K	Buy	1,544 +1	+0.1%	+$183	0.1%	84
2023 Q2	$302K	Sell	1,543 -236	-13%	-$43.8K	0.11%	82
2023 Q1	$321K	Sell	1,779 -254	-12%	-$47.8K	0.13%	85
2022 Q4	$411K	Buy	+2,033	New	+$388K	0.17%	72

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

Oak Hill Wealth Advisors's HON Position: Q3 2025 in Review

Oak Hill Wealth Advisors held its Honeywell (HON) position steady in Q3 2025 at 1,736 shares worth $344K. The position accounts for 0.06% of the portfolio, ranked #116.

Oak Hill Wealth Advisors first reported a position in HON in Q4 2022 and has held it in 10 quarters since. The position peaked at $411K in Q4 2022. 2,644 funds tracked by Wall St. Rank hold HON as of Q3 2025.

Oak Hill Wealth Advisors held 1,736 shares of Honeywell worth $344K as of Q3 2025.
Oak Hill Wealth Advisors left its Honeywell share count unchanged in Q3 2025.
Honeywell made up 0.06% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #116 holding.
Oak Hill Wealth Advisors first reported a position in Honeywell in Q4 2022 and has held it in 10 quarters since.
Oak Hill Wealth Advisors's Honeywell position peaked at $411K in Q4 2022.
2,644 funds tracked by Wall St. Rank held Honeywell as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.