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Phillips Wealth Planners’s Honeywell HON Stock Holding History

Phillips Wealth Planners’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
-1,526
Closed -$301K – 200
2025
Q3 		$301K Sell
1,526
-150
-9% -$31.3K 0.25% 142
2025
Q2 		$379K Buy
1,676
+163
+11% +$33K 0.34% 99
2025
Q1 		$283K Sell
1,513
-1,849
-55% -$374K 0.3% 120
2024
Q4 		$691K Buy
3,362
+124
+4% +$25.9K 0.69% 39
2024
Q3 		$668K Buy
3,238
+353
+12% +$68.5K 0.64% 40
2024
Q2 		$583K Buy
2,885
+457
+19% +$87K 0.61% 48
2024
Q1 		$436K Sell
2,428
-580
-19% -$109K 0.5% 69
2023
Q4 		$567K Sell
3,008
-34
-1% -$6.13K 0.68% 40
2023
Q3 		$523K Buy
3,042
+23
+0.8% +$4.21K 0.71% 42
2023
Q2 		$590K Buy
3,019
+740
+32% +$137K 0.77% 44
2023
Q1 		$431K Sell
2,279
-34
-1% -$6.39K 0.57% 59
2022
Q4 		$443K Buy
+2,313
New +$442K 0.77% 45

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

Phillips Wealth Planners's HON Position: Q4 2025 in Review

Phillips Wealth Planners sold out of Honeywell (HON) in Q4 2025, closing a stake of 1,526 shares — an estimated $301K sold.

Phillips Wealth Planners first reported a position in HON in Q4 2022 and held it in 12 quarters. The position peaked at $691K in Q4 2024. 2,692 funds tracked by Wall St. Rank hold HON as of Q4 2025.

  • Phillips Wealth Planners reported no remaining Honeywell position as of Q4 2025 after selling out during the quarter.
  • Phillips Wealth Planners sold 1,526 Honeywell shares in Q4 2025, an estimated $301K.
  • Phillips Wealth Planners first reported a position in Honeywell in Q4 2022 and held it in 12 quarters.
  • Phillips Wealth Planners's Honeywell position peaked at $691K in Q4 2024.
  • 2,692 funds tracked by Wall St. Rank held Honeywell as of Q4 2025.

Based on Phillips Wealth Planners's 13F filing for Q4 2025, filed 10 Feb 2026.