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Principia Wealth Advisory’s Honeywell HON Stock Holding History

Principia Wealth Advisory’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 		$28.7K Sell
147
-5
-3% -$978 0.02% 143
2025
Q3 		$30.1K Buy
152
+3
+2% +$627 0.02% 147
2025
Q2 		$32.6K Buy
149
+12
+9% +$2.43K 0.03% 118
2025
Q1 		$25.7K Sell
137
-15
-10% -$3.04K 0.02% 100
2024
Q4 		$32.3K Buy
+152
New +$31.7K 0.03% 97

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

Principia Wealth Advisory's HON Position: Q4 2025 in Review

Principia Wealth Advisory reduced its Honeywell (HON) stake by 3.3% in Q4 2025, selling an estimated $978 and leaving 147 shares worth $28.7K. The position accounts for 0.02% of the portfolio, ranked #143.

Principia Wealth Advisory first reported a position in HON in Q4 2024 and has held it in 5 quarters since. The position peaked at $32.6K in Q2 2025. 2,692 funds tracked by Wall St. Rank hold HON as of Q4 2025.

  • Principia Wealth Advisory held 147 shares of Honeywell worth $28.7K as of Q4 2025.
  • Principia Wealth Advisory sold 5 Honeywell shares in Q4 2025, an estimated $978.
  • Honeywell made up 0.02% of Principia Wealth Advisory's portfolio in Q4 2025, its #143 holding.
  • Principia Wealth Advisory first reported a position in Honeywell in Q4 2024 and has held it in 5 quarters since.
  • Principia Wealth Advisory's Honeywell position peaked at $32.6K in Q2 2025.
  • 2,692 funds tracked by Wall St. Rank held Honeywell as of Q4 2025.

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