OF
HON icon

Optimize Financial’s Honeywell HON Stock Holding History

Optimize Financial’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 		– Sell
-1,089
Closed -$239K – 382
2025
Q2 		$239K Sell
1,089
-6
-0.5% -$1.21K 0.15% 193
2025
Q1 		$219K Sell
1,095
-15
-1% -$3.04K 0.08% 178
2024
Q4 		$236K Buy
+1,110
New +$231K 0.18% 177

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Optimize Financial's HON Position: Q3 2025 in Review

Optimize Financial sold out of Honeywell (HON) in Q3 2025, closing a stake of 1,089 shares — an estimated $239K sold.

Optimize Financial first reported a position in HON in Q4 2024 and held it in 3 quarters. The position peaked at $239K in Q2 2025. 2,650 funds tracked by Wall St. Rank hold HON as of Q3 2025.

  • Optimize Financial reported no remaining Honeywell position as of Q3 2025 after selling out during the quarter.
  • Optimize Financial sold 1,089 Honeywell shares in Q3 2025, an estimated $239K.
  • Optimize Financial first reported a position in Honeywell in Q4 2024 and held it in 3 quarters.
  • Optimize Financial's Honeywell position peaked at $239K in Q2 2025.
  • 2,650 funds tracked by Wall St. Rank held Honeywell as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.