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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
2024
Q4 		– Sell
-1,066
Closed -$208K – 185
2024
Q3 		$208K Buy
+1,066
New +$207K 0.05% 111
2024
Q2 		– Sell
-1,544
Closed -$299K – 158
2024
Q1 		$299K Buy
+1,544
New +$291K 0.1% 84

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
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.