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Obsidian Personal Planning Solutions’s Honeywell HON Stock Holding History

Obsidian Personal Planning Solutions’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 		$414K Hold
2,179
– – 0.14% 62
2025
Q2 		$478K Hold
2,179
– – 0.19% 49
2025
Q1 		$432K Sell
2,179
-77
-3% -$15.6K 0.19% 48
2024
Q4 		$476K Sell
2,256
-148
-6% -$30.9K 0.23% 46
2024
Q3 		$466K Hold
2,404
– – 0.24% 44
2024
Q2 		$484K Sell
2,404
-28
-1% -$5.33K 0.3% 42
2024
Q1 		$442K Buy
2,432
+18
+0.7% +$3.39K 0.29% 43
2023
Q4 		$477K Sell
2,414
-165
-6% -$29.7K 0.36% 36
2023
Q3 		$449K Hold
2,579
– – 0.38% 34
2023
Q2 		$504K Hold
2,579
– – 0.62% 28
2023
Q1 		$465K Hold
2,579
– – 0.68% 25
2022
Q4 		$521K Hold
2,579
– – 0.84% 21
2022
Q3 		$406K Buy
2,579
+56
+2% +$9.76K 0.74% 23
2022
Q2 		$413K Buy
+2,523
New +$453K 0.7% 26

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

Obsidian Personal Planning Solutions's HON Position: Q3 2025 in Review

Obsidian Personal Planning Solutions held its Honeywell (HON) position steady in Q3 2025 at 2,179 shares worth $414K. The position accounts for 0.14% of the portfolio, ranked #62.

Obsidian Personal Planning Solutions first reported a position in HON in Q2 2022 and has held it in 14 quarters since. The position peaked at $521K in Q4 2022. 2,644 funds tracked by Wall St. Rank hold HON as of Q3 2025.

  • Obsidian Personal Planning Solutions held 2,179 shares of Honeywell worth $414K as of Q3 2025.
  • Obsidian Personal Planning Solutions left its Honeywell share count unchanged in Q3 2025.
  • Honeywell made up 0.14% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #62 holding.
  • Obsidian Personal Planning Solutions first reported a position in Honeywell in Q2 2022 and has held it in 14 quarters since.
  • Obsidian Personal Planning Solutions's Honeywell position peaked at $521K in Q4 2022.
  • 2,644 funds tracked by Wall St. Rank held Honeywell as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.